Back to Individuals and Families Insights Using Mortgage Interest to Fund Investments: The Interest Tracing Rules Theodore D. Schneider August 10, 2019
Meet The Author Theodore D. Schneider Senior Principal Theodore D. Schneider is a Senior Principal in the New Jersey office. He assists in the composition and maintenance of client portfolios and conducts detailed... 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…