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 and Michael Bryan
Economic and Market Outlooks What’s On Our Minds August 4, 2025 - Friday’s payroll report revealed a stalled labor market with limited hiring but minimal layoffs, indicating a fragile balance that continues to support consumer spending for… Joseph Matus, Principal
Economic and Market Outlooks Video: August 2025 Economic & Market Outlook August 1, 2025 - We’ve reached the second half of 2025. Will the drama that attended the first half of the year be worth it? Here’s why Jim Lebenthal…
Economic and Market Outlooks Webinar Recording: Q3 2025 Market & Economic Outlook July 23, 2025 - Our Investment Office breaks down the ripple effects of the One Big, Beautiful Bill Act and recent tariff hikes. Get answers to key questions about…
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 and Michael Bryan
Business Owner Advisory 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 and Paul Chmielewski
Individuals and Families Where Women Should Invest $1 Million July 15, 2025 - It’s important to consider how gender-specific financial challenges might impact large investments. Learn about the challenges & opportunities women face in investing. Rita Lee, Partner
Incentive Stock Options Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you… Joe Ferreira, Sam Marshall and Jack Rabuck
Economic and Market Outlooks Third Quarter 2025 Economic and Market Outlook July 8, 2025 - Global economic growth is modest, with the United States rebounding from a tariff-driven slowdown and central banks around the world cautiously balancing inflation and growth… Ben Pace, Partner & Chief Investment Officer
Estate Planning Video: Navigating Special Needs Trusts July 7, 2025 - Learn how special needs trusts can provide long-term financial stability and preserve public benefits for individuals with physical or mental disabilities.
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
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… Andrejs Pilajevs, Principal
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…
Economic and Market Outlooks What’s On Our Minds This Week June 30, 2025 - Despite sharp volatility and trade policy uncertainty in the first half of 2025, markets are flexing a newfound optimism about the path forward. Joseph Matus, Principal
Individuals and Families Private Placement Life Insurance June 26, 2025 - The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance.… Adam Sandler, Senior Principal
Economic and Market Outlooks Video: August 2025 Economic & Market Outlook August 1, 2025 - We’ve reached the second half of 2025. Will the drama that attended the first half of the year be worth it? Here’s why Jim Lebenthal…
Business Owner Advisory 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…
Individuals and Families Where Women Should Invest $1 Million July 15, 2025 - It’s important to consider how gender-specific financial challenges might impact large investments. Learn about the challenges & opportunities women face in investing.
