Economic and Market Outlooks What’s on Our Minds Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.
Individuals and Families The 1031 Exchange Market: From Transactional Tax Deferral to Institutional Portfolio Strategy The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital gains taxes when selling investment or business property, provided the proceeds are reinvested into “like-kind” property.
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.
Individuals and Families Retirement Planning for Single Women: How to Prepare Women already face gender-specific financial planning challenges. These include a longer life expectancy and a pay gap that results in lower salaries and lower lifetime savings unless they save a greater percentage of their salary.
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.
Individuals and Families Don’t Let Tax Penalties Catch You by Surprise Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on April 15. Failing to understand that distinction is one of the most common and costly mistakes taxpayers make.
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 Moving to the UK: The Foreign Income and Gains Regime for US Expats and Returning UK Citizens In April 2025, the UK replaced the long-standing remittance basis regime with a new foreign income and gains (FIG) regime. The shift moves the UK toward a residence-based system rather than one anchored in domicile, and it reshapes how foreign income, foreign gains, and offshore planning are treated for new UK residents.
Individuals and Families Don’t Let Tax Penalties Catch You by Surprise April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…
Cerity Partners Announces Merger with Covenant Partners April 1, 2026 - Cerity Partners has announced that it has merged with Covenant Partners LLC, a boutique wealth management firm based in Nashville, Tennessee. The partnership marks Cerity…
Economic and Market Outlooks First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…