Wealth Management

Wealth Management

Wealth Management with

GreerWalker Wealth is now a part of Choreo. Please click here: www.choreoadvisors.com to redirect to the website.

If you have any issues with accessing the new site, please contact marketing@choreoadvisors.com

View the press release here.

Recent News

At GreerWalker, we strive to keep our clients and prospects updated with the latest information. As a member of the RSM Alliance, we have the ability to provide timely, insightful articles and videos. See below for the most recent thought leadership and news:

Pass Through Entity Tax Update (PTET Election)

North Carolina Enacts Changes to its Economic Nexus Standard for Sales Tax

Planning Ahead: How the End of TCJA Provisions Will Affect Your Taxes

Individual tax changes are coming by 2026, and preparation is key to staying ahead. This article offers a peek into the future of tax laws and how they could influence your finances. Don't miss out on this chance to future-proof your tax strategy.

Plan Ahead for Changes to the Lifetime Gift & Estate Tax Exclusion

Are you prepared for the upcoming cut in the lifetime gift and estate tax exclusion? Learn how proactive planning can maximize your tax savings before exemption levels drop.

Get In Touch With Us

Get in Touch With GreerWalker