Meet The Author Leonard Schlangel Partner Len is a Partner in the New York office and has more than 30 years of wealth management experience, specializing in taxes, financial planning, and... Learn More
Investments Opportunity ZonesExplore the evolving landscape of Opportunity Zones and how the proposed legislation could extend the benefits and reporting requirements for investors using Qualified Opportunity Funds…
Economic & Market Update Does the U.S. Equity Market Suffer From “Bad Breadth”?One of the most talked about themes in the U.S. equity markets in 2023 has been market concentration. Simply put, the strong performance of the…
Estate 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investments 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…
Charitable Giving 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…