Tax Planning Harris vs. Trump: How Would Their Victory Affect Your Taxes? Our tax specialists and financial advisors explain what the election results might mean for your tax liabilities and offer planning suggestions to help keep your financial plan on track no matter who wins.
Executive Financial Counseling The Taxation of Restricted Stock Units Restricted stock units (RSUs) are a special form of employee compensation, taxed uniquely. Upon vesting, they’re taxed at the federal level, and later treated as normal shares with tax implications during sale.
Tax Planning 2023 Gift, Estate, and GST Tax Changes Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023.
Cross-Border Planning International Estate Planning: Five Key Issues to Consider In today’s interconnected world, cross-border estate planning is an important issue for global families. This is especially true when one or more individuals is a U.S. citizen or green card holder. A coordinated international estate plan is essential for families that face the possibility of a foreign-located decedent, beneficiaries in multiple countries, and/or assets located […]
Estate IRA Distributions Under the Secure Act Partner Paul Chmielewski provides a summary of the rules and new proposed regulations to the law governing IRAs and retirement plans distributions under the Secure Act.
Individuals and Families From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…
Cross-Border Planning A Personal Finance Guide for U.S. Expats Living in GermanyU.S. citizens living in Germany face a complex financial landscape with dual tax obligations, investment restrictions, and cross-border planning concerns. This comprehensive guide helps expats…
Individuals and Families How Do Tariffs Impact the Economy? Could tariffs trigger a global trade war or tilt us into a recession? In this Insight, we explore the investment implications of recent tariffs and…
