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 Despite sharp volatility and trade policy uncertainty in the first half of 2025, markets are flexing a newfound optimism about the path forward.
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 […]
Individuals and Families NUA: The Key to Reducing Tax Liability on Your Employee Stock Shares July 2, 2025 - Employee Stock Ownership Plans (ESOPs) are a great way to build retirement savings. If your ESOP allows for a distribution that qualifies as a Net…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…
