Anticipating potential cuts to family gifting as a tax shelter, some of the country’s most wealthy are considering making moves to preempt any drastic changes to the tax code. Rhonda gives some perspective to The Post, “They hate to sit by and do nothing, but they hate to move too quickly.”
Rhonda joined Caler, Donten, Levine, Cohen, Porter & Veil, P.A. in January 1996. Rhonda has direct contact with Family Office clients, assisting with the day-to-day operations of their homes and businesses. She works closely with CDL’s Tax Department to assist in all aspects of the family’s income tax planning and compliance needs. Rhonda also coordinates with the other advisors, to provide the most comprehensive strategies for individuals and families.
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