Estate Planning Estate & Succession Planning for Business Owners May 21, 2026 - In this interview, Partner and Practice Leader Ed Meek, CFP® talks with attorney and CPA Tricia Burfiend about how business owners can approach succession and…
Family Office 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…
Economic and Market Outlooks What’s on Our Minds Year-over-year consumer price inflation rose to 4.2% in May, primarily due to surging gasoline prices, though a reported US–Iran peace deal may ease energy pressures going forward—even as broader inflation challenges remain for new Fed Chair Kevin Warsh heading into his first FOMC meeting.
Incentive Stock Options The Post-IPO Lockup Playbook for Equity Holders 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 IPOs on the horizon at companies like SpaceX, OpenAI, and Anthropic, your decisions over the next six to 18 months could alter the course of your after-tax finances for the rest of your life.
Estate Planning Integrating Opportunity Zone Investments and Estate Planning As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds must be knowledgeable about the estate-planning aspects of their investment.
Retirement Navigating the J&J Pension Plan Planning for retirement is a journey, and understanding Johnson & Johnson’s pension plan is a critical step along the way. Your pension plan is more than just a benefit—it’s a foundation for financial security in retirement.
Individuals and Families Private Placement Life Insurance The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance. Learn more.
Incentive Stock Options The Post-IPO Lockup Playbook for Equity Holders 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 IPOs on the horizon at companies like SpaceX, OpenAI, and Anthropic, your decisions over the next six to 18 months could alter the course of your after-tax finances for the rest of your life.
Family Office Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events 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 lasting legacy. Watch our webinar to learn more.
Corporations Establishing Sound Retirement Plan Governance As a retirement plan sponsor, you are responsible for administering the plan and making all material plan decisions. This basic framework helps you conduct overall plan decision-making in an efficient and procedurally due-diligent manner.
Individuals and Families Splitting Retirement Accounts in Divorce When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
Cross-Border Planning A Personal Finance Guide for US Expats Living in Canada Canada is an appealing destination for successful Americans: It has a high quality of life, stunning scenery, and a culture that feels familiar yet refreshingly different. But the financial picture that comes with a move to Canada is genuinely complex in ways that catch even sophisticated people off guard.
Economic and Market Outlooks Video: June 2026 Economic and Market Outlook June 3, 2026 - In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like…
Incentive Stock Options 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…
Incentive Stock Options Own Stock in a Company Planning an IPO? Here’s Answers to FAQs May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…