Estate Planning IPO Windfall: How to Incorporate Charitable Giving Into Your Financial Plan April 25, 2019 - Your lock-up period for selling shares from an IPO is ending and you’re about to receive a significant windfall – how can you incorporate charitable…
Estate Planning Qualified Small Business Stock: A Powerful Tax Planning Opportunity November 9, 2022 - Qualified Small Business Stock is one of the most powerful, but often overlooked, tax planning opportunities. Principal Michael Syer summarizes the requirements and benefits of…
Business Owner Advisory Small Business Owners: An Agile Approach to Successful Cash Management August 23, 2023 - SMEs, often regarded as the backbone of the U.S. economy, face a pressing concern: cash flow management. This article delves deep into understanding the importance…
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…
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…
