Individuals and Families 10 Smart Ways to Use Your Bonus February 4, 2025 - Expecting a considerable bonus or other windfall? Our advisors share 10 smart ways to leverage it and thoughts on how to choose the right one…
Cross-Border Planning Tax Issues Facing U.S. Citizens Abroad January 30, 2025 - Living overseas seems glamorous and often leads to personal and professional enrichment, but then there are the taxes. The U.S. tax system is more complicated… Andrew Fisher, Partner
Individuals and Families Why Wyoming? Tax and Trust Advantages for Non-Residents January 24, 2025 - Wyoming’s progressive trust and LLC laws offer non-residents significant tax, privacy, and asset protection advantages. Learn how Wyoming’s estate and business planning laws can enhance… James R. Keller, Partner
Estate Planning Why State Taxes Matter in Estate Planning November 11, 2024 - On January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7… Paul Chmielewski, Partner
Estate Planning The Sunset is Not Worth Waiting For April 5, 2024 - Estate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts… Paul Chmielewski, Partner
Estate Planning Sell Your Business and Create a Family Legacy August 14, 2023 - The sale of a business often represents the largest financial event in the business owner’s life. Partner Paul Chmielewski discusses the important pre- and post-sale… Paul Chmielewski, Partner
Cross-Border Planning Living a Jet-Setter Retirement March 14, 2023 - Are you planning for a jet-set retirement? Or are you already spending part of the year abroad? If so, Cerity Partners can help you navigate… Andrew Fisher, Partner
Individuals and Families Mitigating State “Millionaire’s Tax”: Filing Separately in Your State May Provide Relief February 17, 2023 - With the passage of the Tax Cuts and Jobs Act of 2017 that eliminated the “marriage penalty” tax brackets, filing a joint federal tax return… Daniel Park and Cheryl Donaldson
Individuals and Families Domicile vs. Tax Residency: What Is Domicile and How Do You Change It? January 10, 2023 - What is a Domicile and What is a Residency? As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since… Steven J. Giacona, Partner & Practice Leader
Cross-Border Planning Receiving an Inheritance From Abroad: Special Considerations for U.S. Taxpayers January 10, 2023 - It is increasingly common for individuals living in the United States or U.S. citizens living abroad to receive an inheritance from a non-U.S. person (for… Frederic Behrens, Partner
Individuals and Families A Pitfall of the “Backdoor” Roth IRA Conversion December 15, 2022 - Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to… Michael B. Fischer, Senior Principal
Cross-Border Planning The Importance of U.S.-Listed and U.K. Reporting Funds for U.S. Taxpayers in the United Kingdom December 14, 2022 - U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and U.K. tax laws on their investment portfolio. From a U.S.… Frederic Behrens, Partner
Cross-Border Planning Top 12 Financial Planning Issues for American Citizens Living in the United Kingdom December 4, 2022 - American citizens living in the United Kingdom face a complex interaction between U.S. and U.K. tax laws when it comes to their investments and retirement… Frederic Behrens, Partner
Estate Planning 2023 Gift, Estate, and GST Tax Changes December 2, 2022 - Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023. Paul Chmielewski, Partner
Cross-Border Planning The PFIC Problem December 1, 2022 - Whether you are a young executive planning your first move overseas or a high-net-worth individual retiring in another country, there are many financial matters to… Frederic Behrens, 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…
Estate Planning 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…
Economic and Market Outlooks Webinar Recording: Q2 2025 Market & Economic Outlook May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…
