What You Need to Know About the “For the 99.5% Act”

Meet the Author

Paul McGloin

Client Advisory

Paul is the Chief Planning Officer and a Partner based in Texas. He has over twenty-five years of experience in helping families create and optimize their wealth planning structures. His expertise extends beyond traditional trust and estate planning to areas such as asset protection planning, income tax strategies, charitable and philanthropic structuring, and planning for […] ...

Meet the Author

James Lebenthal

Client Advisory

Jim is the firm’s Chief Equity Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios and is a regular contributor on CNBC. Prior to joining Cerity Partners, Jim served as the Chief Executive Officer and Chief Investment Officer of Lebenthal Asset Management LLC, where he […] ...