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Cerity Partners + Schwab

Cerity Partners is committed to helping your clients put the right pieces together to move them forward on their financial journey.

Daniel Park

Partner

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.

Devon Ruttenberg

Partner

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,…

Brett Dearing

Partner

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…

Susan Hartley-Moss

Partner

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…

Paul Chmielewski

Partner

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…

Paul Chmielewski

Partner

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…

Andrew Fisher

Partner

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,…

Brett Dearing

Partner

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

Webinar Recording: Navigating Property Insurance

May 21, 2025 - Climate change, natural disasters, and industry-wide challenges have sent homeowners insurance rates soaring and caused some insurance companies to cancel policies. In this on-demand presentation,…

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds This Week

May 19, 2025 - Recent inflation data shows little immediate impact from tariffs, with consumer prices rising modestly and retailers absorbing costs for now, but pressures may build in…