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.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
