Incentive Stock Options 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.
Family Office Why Your Family Office May Need an Advisor May 20, 2022 - With great wealth comes great responsibility. Families with legacy wealth that want direct control over investment policy decisions often establish a family office to oversee,…
Corporations How to Bring Your Business Value Up Before You Sell April 28, 2022 - Preparedness planning is an essential tool for any owner interested in selling their business for maximum value. It provides a framework for owners to take…
Estate Planning Building Trusts That Stand the Test of Time June 9, 2022 - Today’s economic climate is a “wake up” call for anyone involved with the management and operation of a trust. Now is the time to re-evaluate…
Estate Planning The No Claw-Back Rule May 27, 2022 - In April 2022, the IRS issued proposed regulations creating exceptions to the No Claw-Back Rule. This threatens the ability to benefit from the current all-time…
Tax Strategies 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…
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,…
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…
Individuals and Families NUA: The Key to Reducing Tax Liability on Your Employee Stock Shares July 2, 2025 - Employee Stock Ownership Plans (ESOPs) are a great way to build retirement savings. If your ESOP allows for a distribution that qualifies as a Net…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…
Individuals and Families NUA: The Key to Reducing Tax Liability on Your Employee Stock Shares July 2, 2025 - Employee Stock Ownership Plans (ESOPs) are a great way to build retirement savings. If your ESOP allows for a distribution that qualifies as a Net…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…
