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Objective Advice Tailored to Your Unique Situation​

Matt Olver

Partner

Financial Planning

Sudden Wealth Planning

Partner Matt Olver shares practical tips for people who experience a sudden financial windfall.

Ben Pace, Tom Cohn and James Lebenthal

Economic & Market Update

Persistent Price Pressures

Persistent inflation readings are keeping the Fed firmly in tightening mode through year end and increasing the risk of a deeper slowdown in the U.S. economy.

Paul Chmielewski

Partner

Estate Planning

Estate Planning Documents Everyone Should Have

The basic message is that most people think estate planning is important but are often confused about how to get it done. So, what are the basic estate planning documents every adult should have?

Daniel Park and Cheryl Donaldson

Financial Planning

Ways to “Supercharge” Your 401(k)

A traditional pre-tax dollar funded 401(k) will grow tax-free over its lifetime, however there are factors to consider that could "supercharge" your 401(k) growth.

Paul Chmielewski

Partner

Insurance Planning & Risk Management

When It Comes to LLCs, Pay Attention to Liability Direction

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 tax returns that need to be prepared.

Paul Chmielewski

Partner

Estate Planning

Biden Green Book Proposals

The Green Book contains the Administration’s policy tax and budget policy goals for the coming year. This year’s Green Book proposes significant changes to the current estate tax planning regime.

Mimi Drake and EmJay Williams

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.

Brett Dearing

Partner

Business Owner Advisory

How To Protect Profit Margins Heading into a Recession

As economic indicators continue to reinforce signs of recession, business owners should start thinking vertically about operational processes and procedures. This article outlines how business owners can improve operation efficiency and effectiveness to protect profit margins and revenue growth.

Vonny Carrington, Kathryn Kennedy and Ekaterina Klimentova

Financial Planning

Managing Money as a Couple

In a Relationship? So are Your Finances. Learn practical financial tips for managing money as a couple.

Andrew Fisher

Partner

Cross-Border Planning

Cross-Border Tax Complexities

Exploring the Unique Tax Complexities Faced by Foreign Professionals Coming into the U.S.

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We design and implement tax optimization strategies including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

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Our advanced estate planning and wealth preservation solutions help you achieve your goals while mitigating tax liabilities. Recommendations are tailored to your unique situation and reflect our expansive knowledge of estate, trust, gift, and tax laws.

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Our family office services span the spectrum from full financial management to helping you establish and coordinate your own family office. Whatever level of support you need, we can help.

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