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Joshua Norman

Principal

Individuals and Families

Invested in a Qualified Opportunity Zone? A Tax Bill Is Due December 31, 2026

September 15, 2026 - If you deferred gains in a Qualified Opportunity Fund, any you haven’t yet recognized will be treated as income on your 2026 return—regardless of whether…

Joshua Norman, Principal

Joshua Norman

Principal

Individuals and Families

Tax Challenges Every Business Operating in Multiple States Must Navigate

July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…

Joshua Norman, Principal

Joshua Norman

Principal

Individuals and Families

Don’t Let Tax Penalties Catch You by Surprise

April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…

Joshua Norman, Principal

Joshua Norman

Principal

Tax Strategies

Webinar Recording: Q1 Tax Planning Strategies for Executives

February 3, 2026 - Join Principal Joshua Norman as he discusses strategies to address Q1 tax gaps from bonuses and equity vesting.

Joshua Norman, Principal

Joshua Norman

Principal

Incentive Stock Options

Turning Equity Compensation into a Strategic Asset

October 16, 2025 - Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader…

Joshua Norman, Principal

Joshua Norman

Principal

Corporations

How Business Owners Can Profit From Qualified Small Business Stock

August 5, 2025 - Qualified Small Business Stock (QSBS) offers one of the most powerful tax incentives for entrepreneurs, investors, and employees in the United States and has been…

Joshua Norman, Principal

Joshua Norman

Principal

Individuals and Families

“Easter Eggs” in the One Big Beautiful Bill Act

July 22, 2025 - As we review the sweeping changes introduced by the One Big Beautiful Bill Act, it’s clear that some of the most impactful provisions for high-net-worth…

Joshua Norman, Principal

Joshua Norman

Principal

Corporations

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…

Joshua Norman, Principal

Joshua Norman

Principal

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…

Joshua Norman, Principal

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

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Dustin Ribergaard

Principal & Client Experience Director

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Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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Here are some valuable insights to read before your meeting

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q4 2026 Market & Economic Outlook

October 16, 2026 - Join our Investment Office as they review key market trends we witnessed in the third quarter and our outlook for the remainder of 2026 and…

Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

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