5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111 | 303-740-8001 | info@auctoris.com

News

AUCTORIS Celebrates 35th Anniversary

May 2, 2014
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GREENWOOD VILLAGE, COLORADO [OCT 15, 2013]– On October 3, 2013, AUCTORIS celebrated 35 years of preserving wealth for future generations with over 100 attendees with an evening of cocktails, hors d’oeuvre, and a remarkable performance by international concert pianist Van-Anh at the Denver Center […]

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Local Business Professional Recognized for Outstanding Achievement

May 2, 2014
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GREENWOOD VILLAGE, COLORADO [OCT 4, 2013]– Korbett L. Roberts of AUCTORIS has been awarded the FFI GEN (Global Education Network) Certificate in Family Business Advising (CFBA) by the Family Firm Institute. The certification is presented to individuals who have achieved comprehensive professional knowledge and gained significant […]

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Congress Throws New Tax Curves – By William E. Roberts, CLU, ChFCy

May 2, 2014
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Chances are you have been inundated with e-mails, newsletters and articles on the new provisions of the American Taxpayer Relief Act of 2012 (“ATRA”) and your first reaction was likely similar to many of our clients – if Congress is selling us on a “Tax Relief Plan”… hold […]

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AUCTORIS Certifies all Four Advisors with the Institute for Preparing Heirs

May 2, 2014
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GREENWOOD VILLAGE, COLORADO [May 8, 2012]– AUCTORIS is pleased to announce that all four of its Wealth Planning Advisors have successfully completed an intensive training program on Family Dynamics and Wealth Transition offered by the Institute for Preparing Heirs (www.preparingheirs.com). This program qualifies Richard […]

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