Corporations When It Comes to LLCs, Pay Attention to Liability Direction August 8, 2022 - When properly structured, the use of SMLLCs in conjunction with an MMLLC provides important upward and downward liability protection benefits while reducing the number of…
Corporations Is Your Business Sellable? July 6, 2022 - Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve…
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…
Incentive Stock Options Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…
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…
Individuals and Families Where Women Should Invest $1 Million July 15, 2025 - It’s important to consider how gender-specific financial challenges might impact large investments. Learn about the challenges & opportunities women face in investing.
