Ultra-wealthy families who take advantage of the historically high estate and gift tax exclusions included in the Tax Cuts and Jobs Act (TCJA) received welcomed news from the IRS in 2019. Taxpayers who rely on the very generous but temporary provisions of the new law to make gifts during tax years 2018 through 2025 will […]
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments.
Fort Lauderdale Office
515 E. Las Olas Boulevard
Fifteenth and Sixteenth Floors
Ft. Lauderdale, Florida 33301-4267
954-712-8888 Phone | 954-712-8900 Fax
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory and Financial Planning services are offered through Raymond James Financial Services Advisors, Inc., and Provenance Wealth Advisors, a Registered Investment Advisor. Provenance Wealth Advisors, Berkowitz Pollack Brant Advisors + CPAs and BayBridge are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.
Raymond James does not give tax advice. You should discuss any tax or legal matters with the appropriate professionals.
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| Advisor Transition Guide | DownloadPreview |
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| Directorship | DownloadPreview |
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| Optional Succession Agreement | DownloadPreview |
| Advisor Agreement | DownloadPreview |
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| 2023 Benefits Guide | DownloadPreview |
| 2023 Payout Levels | DownloadPreview |
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| Inside PWA | DownloadPreview |
| PWA e-Brochure | DownloadPreview |