Pages

Blogs and Insights

News

People

blog lander hero background image
All Insights

Business Owner Advisory Insights

Joshua Norman and Paul Chmielewski

Business Owner Advisory

13 Key Takeaways from the One Big Beautiful Bill Act 

July 16, 2025 - Hear more from our specialists on 13 of the most important takeaways from the One Big, Beautiful Bill Act and its potential impact on your…

Joshua Norman and Paul Chmielewski

Shannon Jenkins

Partner

Business Owner Advisory

5 Ways Small Business Owners Can Help Protect Themselves from Tariffs 

May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…

Shannon Jenkins, Partner

Masha Hodi

Partner & Colleague Engagement Officer

Business Owner Advisory

Mapping the Succession Odyssey: Time, Talent, and Treasure as Your Strategic Guide

March 4, 2024 - In 'The 3 T's of Practice Transition', financial advisors who are also business owners can explore the complexities of transitioning their practice, focusing on managing…

Masha Hodi, Partner & Colleague Engagement Officer

Shannon Jenkins

Partner

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…

Shannon Jenkins, Partner

Brett Dearing

Partner

Business Owner Advisory

Selling Your Business in a Buyer’s Market

September 28, 2022 - As we head into the second half of 2022, it is clear that the M&A market is transitioning to a buyer’s market. So what should…

Brett Dearing, Partner

Brett Dearing

Partner

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…

Brett Dearing, Partner

Brett Dearing

Partner

Business Owner Advisory

Paycheck Protection Program – June 9, 2020

June 9, 2020 - On June 5, the President signed the Paycheck Protection Program (PPP) Flexibility Act into law. This act addresses many of the issues business owners have…

Brett Dearing, Partner

Brett Dearing

Partner

Business Owner Advisory

Paycheck Protection Program – May 19 Update

May 19, 2020 - The SBA released the PPP Loan Forgiveness Application. In addition to providing step-by-step instructions for calculating your forgiveness amount, the application also clarifies several key…

Brett Dearing, Partner

Brett Dearing

Partner

Business Owner Advisory

Paycheck Protection Program – May 15 Update

May 15, 2020 - The Small Business Administration continues to provide guidance about the Paycheck Protection Program. In this update, we look at how to handle employees who refuse…

Brett Dearing, Partner

Brett Dearing

Partner

Business Owner Advisory

Paycheck Protection Program – May 7 Update

May 7, 2020 - As the initial rush to apply for the Paycheck Protection Program (PPP) subsides, new issues and concerns have bubbled to the surface. Here are the…

Brett Dearing, Partner

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with the advisor well suited to your needs.

Doug Bonaquist's headshot

Doug Bonaquist

Partner

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Doug Bonaquist

Partner

Doug Bonaquist's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Chase Norcini

Senior Associate

Individuals and Families

Tax-Aware Investing with Long-Short Equity Strategies

August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately…

Joseph Matus

Principal

Individuals and Families

Opportunity Zones Under the One Big Beautiful Bill Act

August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed…

Natalia Tchetchoulina

Partner

Individuals and Families

The Vintage Advantage: Collecting Luxury Goods

August 13, 2025 - Vintage, or pre-owned, luxury goods—including rare watches, handbags, and couture clothing—are surging in popularity. In 2024, the term “vintage,” which generally refers to items that…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.