By Audience 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… Joe Ferreira, Sam Marshall and Jack Rabuck
By Audience Video: Navigating Special Needs Trusts July 7, 2025 - Learn how special needs trusts can provide long-term financial stability and preserve public benefits for individuals with physical or mental disabilities.
By Audience NUA: The Key to Reducing Tax Liability on Your Employee Stock Shares July 2, 2025 - Employee Stock Ownership Plans (ESOPs) are a great way to build retirement savings. If your ESOP allows for a distribution that qualifies as a Net… Joshua Norman, Principal
By Audience 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… Andrejs Pilajevs, Principal
By Audience Private Placement Life Insurance June 26, 2025 - 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.… Adam Sandler, Senior Principal
By Audience 5 Mistakes Athletes Make with Name, Image, and Likeness Income May 29, 2025 - The Name, Image, and Likeness (NIL) era has transformed collegiate athletics, but that opportunity comes with responsibility. Learn how to avoid five common mistakes. Kim Curtis, Partner
By Audience Why Corporations Are Turning to Venture Capital to Drive Innovation May 29, 2025 - Corporate venture capital is growing rapidly as it's a great approach to bringing external innovation. Learn ways to excel with CVC from our specialists at… David Horowitz, Partner
By Audience How to Pass Down Prized Jewelry, Art, and Cars May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures. Natalia Tchetchoulina, Partner
By Audience 5 Prerequisites Before Starting a Corporate Venture Program May 21, 2025 - Achieving a culture change can be challenging, and a corporation must be ready. Consider these five things before starting a corporate venture program. David Horowitz, Partner
By Audience Webinar Recording: Navigating Property Insurance May 21, 2025 - Climate change, natural disasters, and industry-wide challenges have sent homeowners insurance rates soaring and caused some insurance companies to cancel policies. In this on-demand presentation,…
By Audience 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
By Audience 10 Ways to Protect the Wealth You Have Built May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to… Paul Chmielewski, Partner
By Audience Why Corporations Should Invest in Startups and Not Just Buy Them May 1, 2025 - Sometimes investing in start-ups is better than buying them. Learn more about corporate venture capital (CVC) programs & investments from our advisors at Cerity Partners. Scott Lenet, Partner
By Audience Financial Planning Opportunities in a Down Market April 24, 2025 - In times of economic uncertainty, discussing options with your financial advisor is important. Explore planning opportunities from Cerity Partners.
By Audience Is It Time to Panic? (Spoiler Alert: No, It Is Not) April 3, 2025 - Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think. James Lebenthal, Partner & Chief Equity Strategist
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…
