Principal
Withers Bergman LLP
Ed is a partner in the private client and tax team of Withers Bergman LLP, focusing on domestic and international private client matters. Ed provides legal advice on US and international estate planning, income maximization strategies, FLP and LLC planning, wealth preservation, business succession planning, international tax planning for entities and individuals, trust structures and estate administration.
Ed often uses sophisticated domestic and offshore insurance strategies to solve client problems. He designs strategies to maximize the tax and asset protection benefits for required minimum distributions from Qualified Plans and IRAs. He is a frequent speaker and has co-authored several books on estate planning.
CEO
Appleby Retirement Consulting, Inc.
Denise Appleby, MJ, APA, CRPS, CISP, is the CEO of Appleby Retirement Consulting and is widely known as “The IRA Whisperer” for her ability to simplify complex laws governing IRAs, distributions, and rollovers. She specializes in IRA and employer plan rules and compliance and works with financial, tax, and legal professionals to prevent and correct retirement account errors. Denise is a frequent speaker and author on retirement account planning and compliance.