Employee Stock Purchase Plans Should You Consider Exercising ISOs Now? May 24, 2022 - While tech stocks have had a challenging start to 2022, this environment could present an opportunity for you to take advantage of their incentive equity.
Estate Biden Green Book Proposals May 26, 2022 - The Green Book contains the Administration’s policy tax and budget policy goals for the coming year. This year’s Green Book proposes significant changes to the current estate tax planning regime.
Cross-Border Planning Why Major U.S. Brokerage Firms Are Closing Accounts Owned by Foreign Residents August 5, 2021 - Many expats and multi-national residents are working with investment firms that are increasingly abandoning this service. We explore why firms are discarding these complex clients, and what people should do next.
Business Owner Advisory Hiring the Right Wealth Manager for Your Transaction April 28, 2022 - The net proceeds from the sale of your business adds another layer of complexity to your financial life. That’s why a wealth advisor is one of the most important people you can have on your transition team.
Economic and Market Outlooks Weekly Investment Perspectives January 7, 2025 — After turning the page on an action-packed 2024, here are five questions on our minds as we ponder the potential paths forward for 2025. These questions are intentionally provocative but are an important exercise in thought as we prepare to navigate a multitude of risks, opportunities, and surprises that are in store for us over the next 12 months.
Economic and Market Outlooks 2025 Economic and Market Outlook January 7, 2025 — In 2025, strong consumer spending backed by a healthy labor market should continue to power U.S. economic growth, which is poised to continue to outpace other global economies. A broadening in U.S. equity markets should allow small- and mid-cap names to catch up to the performance of the technology giants, while bond markets may need to brace for some volatility amid a cautious easing campaign.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
