Back to Individuals and Families Insights NUA: The Key to Reducing Tax Liability on Your Employee Stock Shares Joshua Norman July 2, 2025
Meet The Author Joshua Norman Principal Josh is a Principal in the Bardstown office. In this role, he works across the firm’s teams addressing a wide range of complex tax matters,... Learn More
Estate Planning Estate Planning Tax Strategies with the One Big Beautiful Bill Act September 22, 2025 - The One Big Beautiful Bill Act extended the 2017 tax cuts set to expire at the end of 2025, but several new tax provisions were…
Family Office Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events September 23, 2025 - A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a…
Individuals and Families How AI Is Affecting the Global Economy September 2, 2025 - Artificial intelligence (AI) is designed to replicate and augment human intelligence by training machines to think and learn like humans. The concept has been around…