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…
Economic and Market Outlooks What’s On Our Minds This Week May’s labor data signals a steady but hesitant job market, with employers holding off major moves as they await clarity on trade and fiscal policy.
Estate Planning Which Is Better-A Will or Revocable Trust? A common decision when creating an estate plan is whether to use a will or a revocable living trust. There is a lot of confusion about when one should be used over the other. The answer is heavily dependent on which state you live in and what type of assets you own. In other words, […]
Individuals and Families Domicile vs. Tax Residency: What Is Domicile and How Do You Change It? What is a Domicile and What is a Residency? As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since the enactment of the Tax Cuts and Jobs Act of 2017, which limited state and local tax deductions to $10,000, many clients, particularly residents of high-tax states such as New […]
Individuals and Families Understanding Your Medicare Options Soon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or do you combine that approach with a privately-administered Medicare “Advantage” plan?
Individuals and Families Tax Considerations for NY Residents Before purchasing a bond at a premium, it’s important to understand the potential federal and state tax implications. This is especially true for NY residents who purchase out-of-state tax-exempt bonds at a premium.
Estate Planning Perpetual Education Trusts A Perpetual Education Trust is a way to influence the lives of distant descendants by providing them with a quality education.
Business Owner Advisory Hiring the Right Wealth Manager for Your Transaction 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.
Individuals and Families Estate Planning Strategies for Married Couples in the New Decade For the first half of the new decade a married couple may be able to transfer approx. $23 million without triggering any federal estate tax for their heirs.
Cross-Border Planning International Estate Planning: Five Key Issues to Consider In today’s interconnected world, cross-border estate planning is an important issue for global families. This is especially true when one or more individuals is a U.S. citizen or green card holder. A coordinated international estate plan is essential for families that face the possibility of a foreign-located decedent, beneficiaries in multiple countries, and/or assets located […]
Estate Planning How to Pass Down Prized Jewelry, Art, and Cars May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.
Individuals and Families 5 Mistakes Athletes Make with Name, Image, and Likeness Income May 29, 2025 - The Name, Image, and Likeness (NIL) era has transformed collegiate athletics, but that opportunity comes with responsibility. Learn how to avoid five common mistakes.
Economic and Market Outlooks Video: June 2025 Economic & Market Outlook June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.
