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…
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
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
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…
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
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…
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
Tax Strategies Opportunity Zones Under the One Big Beautiful Bill Act August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed… Joseph Matus, Principal
Tax Strategies How Business Owners Can Profit From Qualified Small Business Stock August 5, 2025 - Qualified Small Business Stock (QSBS) offers one of the most powerful tax incentives for entrepreneurs, investors, and employees in the United States and has been… Joshua Norman and Michael Bryan
Tax Strategies “Easter Eggs” in the One Big Beautiful Bill Act July 22, 2025 - As we review the sweeping changes introduced by the One Big Beautiful Bill Act, it’s clear that some of the most impactful provisions for high-net-worth… Joshua Norman and Michael Bryan
Tax Strategies 13 Key Takeaways from the One Big Beautiful Bill Act July 16, 2025 - Hear more from our specialists on 13 of the most important takeaways from the One Big, Beautiful Bill Act and its potential impact on your… Joshua Norman, Principal
Economic and Market Outlooks Video: July 2026 Economic and Market Outlook July 1, 2026 - In our July outlook, Partner and Chief Market Strategist Jim Lebenthal describes broadly healthy financial conditions, including the S&P 500 up 8% year to date,…
Cerity Partners Expands into Oregon After Merger with Cordant Wealth Partners July 1, 2026 - Cerity Partners announced that it has merged with Cordant Wealth Partners, an Oregon-based Registered Investment Adviser specializing in financial planning and investment management. Cordant Wealth…
Individuals and Families Trump Accounts: What Every Parent Needs to Know July 2, 2026 - A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term…