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 21, 2025 — In the wake of Donald Trump’s re-election, small businesses are growing increasingly optimistic about the future and are reacting by ramping up plans for hiring and capital spending.
Individuals and Families High Earners and Social Security: Your Updated Strategy for Maximizing Benefits January 21, 2025 — Maximizing Social Security benefits is more than just boosting monthly payments; it’s a broader wealth strategy. Working with a Cerity Partners financial advisor to create a customized plan and highlights the importance of revisiting that plan periodically to adjust for changes like tax laws, market conditions, and personal circumstances. The goal is to preserve and grow wealth over time.
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…
