Back to Individuals and Families Insights Why Gifting Appreciated Stock is Smart, Even in a Down Market Paul D’Elia October 19, 2022
Meet The Author Paul D’Elia Partner Paul is a Partner in the New York office and has more than ten years of experience in the industry specializing in company benefits, income... Learn More
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…
Individuals and Families Where Women Should Invest $1 Million July 15, 2025 - It’s important to consider how gender-specific financial challenges might impact large investments. Learn about the challenges & opportunities women face in investing.
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…