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Tax Strategies

Frequently Asked Questions About California’s 2026 Billionaire Tax

August 14, 2026 - California’s proposed 2026 Billionaire Tax Act is a one-time wealth tax that voters will decide in November 2026. If you have a net worth at…

Tax Strategies

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

Carrie A. Grey and Joshua Norman

Tax Strategies

Tax Challenges Every Business Operating in Multiple States Must Navigate

July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…

Carrie A. Grey and Joshua Norman

Darrick Priester

Partner & Director of Risk Management

Tax Strategies

The Tax Drag Hiding in Your Long-Term Financial Plan

July 9, 2026 - You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many…

Darrick Priester, Partner & Director of Risk Management
Tax Strategies

The Post-IPO Lockup Playbook for Equity Holders

June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…

Joshua Norman

Principal

Tax Strategies

Don’t Let Tax Penalties Catch You by Surprise

April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…

Joshua Norman, Principal

Salvatore Russo

Partner

Tax Strategies

The 1031 Exchange Market: From Transactional Tax Deferral to Institutional Portfolio Strategy

March 5, 2026 - The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital…

Salvatore Russo, Partner

Joshua Norman

Principal

Tax Strategies

Webinar Recording: Q1 Tax Planning Strategies for Executives

February 3, 2026 - Join Principal Joshua Norman as he discusses strategies to address Q1 tax gaps from bonuses and equity vesting.

Joshua Norman, Principal
Tax Strategies

The Year-End Financial Planning Checklist

November 12, 2025 - The end of the year is the perfect time to review your financial plan with your advisor. The following checklist will help you take stock…

Tom Cohn

Partner & Chief Solutions Officer

Tax Strategies

Year-End Financial Planning: Six Portfolio Considerations

November 4, 2025 - With the holiday season approaching and 2025 drawing to a close, now is an ideal time to review your investment portfolio and financial plan. Here…

Tom Cohn, Partner & Chief Solutions Officer

Jacob Ward and Joshua Norman

Tax Strategies

Turning Equity Compensation into a Strategic Asset

October 16, 2025 - Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader…

Jacob Ward and Joshua Norman
Tax Strategies

The Power of Substitution

October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.…

Tax Strategies

Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events

September 23, 2025 - A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a…

Tax Strategies

Estate Planning Tax Strategies with the One Big Beautiful Bill Act

September 22, 2025 - The One Big Beautiful Bill Act extended the 2017 tax cuts set to expire at the end of 2025, but several new tax provisions were…

Chase Norcini

Principal

Tax Strategies

Tax-Aware Investing with Long-Short Equity Strategies

August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately…

Chase Norcini, Principal

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Principal & Client Experience Director

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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