01 Income tax planning 01 Income tax planning Business entity planning Estate and wealth transfer planning Real estate tax planning Research and development Mergers and acquisitions planning Succession planning Retirement plan design Multistate and local tax planning × 01 Income tax planning Business entity planning Estate and wealth transfer planning Real estate tax planning Research and development Mergers and acquisitions planning Succession planning Retirement plan design Multistate and local tax planning
02 Real estate planning and structuring 02 Real estate planning and structuring Choice of entity Form and structure of operating agreement Structuring splits with investors and determining market fees Content and preparation of PPMs Tax provisions in the operating agreement Planning for foreign investors, including withholding issues and use of U.S. Blocker Corporations Maximizing deferral strategies by waiving acquisition, management, and disposition fees and converting to contingent profits interest Multigenerational wealth transfer planning, including structuring the operating agreement to provide protection for future generations and maintain operating control as well as creating irrevocable trusts × 02 Real estate planning and structuring Choice of entity Form and structure of operating agreement Structuring splits with investors and determining market fees Content and preparation of PPMs Tax provisions in the operating agreement Planning for foreign investors, including withholding issues and use of U.S. Blocker Corporations Maximizing deferral strategies by waiving acquisition, management, and disposition fees and converting to contingent profits interest Multigenerational wealth transfer planning, including structuring the operating agreement to provide protection for future generations and maintain operating control as well as creating irrevocable trusts
03 Business management and family office services 03 Business management and family office services Detailed weekly cash flow reports and cash management services Bill payment and banking services Bookkeeping services and customized monthly financial statements Obtaining and monitoring personal and business insurance, including evaluating proper coverage levels Long-term financial planning, including referral to internal institutional investment managers and independent evaluation of investment opportunities Preparation of budgets, forecasts, and projections Custom business management software with flexibility for reporting detailed financial results and weekly cash balance × 03 Business management and family office services Detailed weekly cash flow reports and cash management services Bill payment and banking services Bookkeeping services and customized monthly financial statements Obtaining and monitoring personal and business insurance, including evaluating proper coverage levels Long-term financial planning, including referral to internal institutional investment managers and independent evaluation of investment opportunities Preparation of budgets, forecasts, and projections Custom business management software with flexibility for reporting detailed financial results and weekly cash balance
04 Tax compliance services 04 Tax compliance services Individual tax returns Business tax returns Estate and trust income tax returns Gift tax returns Estate tax returns (Form 706) Private and public charitable foundation returns Foreign tax considerations × 04 Tax compliance services Individual tax returns Business tax returns Estate and trust income tax returns Gift tax returns Estate tax returns (Form 706) Private and public charitable foundation returns Foreign tax considerations
05 Multigenerational wealth transfer planning 05 Multigenerational wealth transfer planning Estate tax and generation-skipping transfer tax minimization strategies Trust structuring with appropriate confidentiality provisions for beneficiaries Holistic estate planning coordinated with trust and estate attorneys × 05 Multigenerational wealth transfer planning Estate tax and generation-skipping transfer tax minimization strategies Trust structuring with appropriate confidentiality provisions for beneficiaries Holistic estate planning coordinated with trust and estate attorneys
06 Business advisory and consulting 06 Business advisory and consulting Assistance with negotiations of agreements, including business acquisition or sale, business structure, settlement of obligations, or restructuring debt Strategic planning and consulting, including profit planning and analysis Design of customized financial reporting Due diligence for mergers and acquisitions Entity structure and planning Litigation support, forensic accounting, and expert witness testimony Internal accounting controls and analysis Installation of computerized accounting systems including Quicken and QuickBooks Information technology and security design and review Compensation and employee benefit design, including retirement plans, deferred compensation, stock option plans, and cafeteria plans Business valuations for buy/sell agreements or the purchase of a business, including referral to appraisers and valuation experts Financial analysis of operation results and cost analysis × 06 Business advisory and consulting Assistance with negotiations of agreements, including business acquisition or sale, business structure, settlement of obligations, or restructuring debt Strategic planning and consulting, including profit planning and analysis Design of customized financial reporting Due diligence for mergers and acquisitions Entity structure and planning Litigation support, forensic accounting, and expert witness testimony Internal accounting controls and analysis Installation of computerized accounting systems including Quicken and QuickBooks Information technology and security design and review Compensation and employee benefit design, including retirement plans, deferred compensation, stock option plans, and cafeteria plans Business valuations for buy/sell agreements or the purchase of a business, including referral to appraisers and valuation experts Financial analysis of operation results and cost analysis
Incentive Stock Options The Post-IPO Lockup Playbook for Equity Holders June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…
Individuals and Families Don’t Let Tax Penalties Catch You by Surprise April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on… Joshua Norman, Principal
Individuals and Families The 1031 Exchange Market: From Transactional Tax Deferral to Institutional Portfolio Strategy March 5, 2026 - The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital… Salvatore Russo, Partner
Economic and Market Outlooks What’s on Our Minds Through the first half of 2026 the S&P 500 rose another 10%, extending a gain of over 100% since late 2022 that has been driven primarily by strong earnings growth rather than valuation expansion—a trend analysts expect to continue and one that suggests the bull market still has momentum.
Individuals and Families Trump Accounts: What Every Parent Needs to Know A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term financial foundation. If you have a minor child, it’s worth taking a few minutes to learn how a Trump Account works and decide whether opening one fits your family’s plan.
Estate Planning Integrating Opportunity Zone Investments and Estate Planning As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds must be knowledgeable about the estate-planning aspects of their investment.
Individuals and Families The Tax Drag Hiding in Your Long-Term Financial Plan You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many people don’t realize until it’s too late.
Individuals and Families Private Placement Life Insurance The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance. Learn more.
Individuals and Families The Tax Drag Hiding in Your Long-Term Financial Plan You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many people don’t realize until it’s too late.
Family Office Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a lasting legacy. Watch our webinar to learn more.
Corporations Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026 Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and meaningful benchmarking.
Individuals and Families Splitting Retirement Accounts in Divorce When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
Cross-Border Planning A Personal Finance Guide for US Expats Living in Canada Canada is an appealing destination for successful Americans: It has a high quality of life, stunning scenery, and a culture that feels familiar yet refreshingly different. But the financial picture that comes with a move to Canada is genuinely complex in ways that catch even sophisticated people off guard.
Economic and Market Outlooks Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.
Economic and Market Outlooks Video: July 2026 Economic and Market Outlook July 1, 2026 - In our July outlook, Partner and Chief Market Strategist Jim Lebenthal describes broadly healthy financial conditions, including the S&P 500 up 8% year to date,…
Individuals and Families The Tax Drag Hiding in Your Long-Term Financial Plan July 9, 2026 - You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many…