Annual Economic & Market Outlook 2022 Review and January Outlook Persistent inflation, carried over from 2021 and exacerbated by the Russian invasion of Ukraine and the imposition of harsh sanctions on Russia by the Western allies, was the primary driver of the global economy and markets in 2022...
Estate Planning What is Privity and Why Does it Matter? As an heir or beneficiary of an estate, it is important to understand how your state views the decades old requirement on privity in estate planning.
Charitable Giving Why Gifting Appreciated Stock is Smart, Even in a Down Market The tax benefits of gifting long-term appreciated stock to registered charities in a down market present an attractive strategy for donors.
Estate Planning Building Trusts That Stand the Test of Time Today’s economic climate is a “wake up” call for anyone involved with the management and operation of a trust. Now is the time to re-evaluate your clients’ trust structures and investments to make sure they don’t have the same experience.
Tax Strategies Qualified Small Business Stock: A Powerful Tax Planning Opportunity 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 this tax exemption.
Family Office Engaging the Next Generation on Family Wealth Teaching young adult children about wealth can be a challenge. Although circumstances may vary, most families want to impart on their children a solid understanding of their wealth, creating opportunities for younger generations to continue growing the family’s resources.
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.
Financial Planning Financial Planning for LGBTQ+ Couples LGBTQ+ partners face unique complexities in financial planning. A skilled financial advisor with an acute understanding of the legal protections and rights for LGBTQ+ partners can help couples achieve their plans and goals.
Cross-Border Planning Why Major U.S. Brokerage Firms Are Closing Accounts Owned by Foreign Residents Many expats and multi-national residents are working with investment firms that are increasingly abandoning this service. We explore why firms are discarding these complex clients, and what people should do next.
