Back to Individuals and Families Insights Managing Your Federal Student Loans Erica Cameron Kathryn Jodon March 25, 2021
Meet The Author Erica Cameron Partner Erica is a Partner in the Cleveland office and leads the Estate and Financial Planning practice for the firm. She advises individuals, families, businesses, and... Learn More
Meet The Author Kathryn Jodon Principal Kathryn is a Principal in the Cleveland office. She has over eight years of experience serving clients with tax and accounting advice and services. Prior... Learn More
Individuals and Families 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…
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…