Insights
Giving Before a Sale: Navigating the Timing Rules for Gifts of Closely Held Stock
When a business owner begins contemplating the sale of a closely held company, charitable planning often enters the conversation. The idea is...
Year-End Strategy: Making the Most of the 2025 Philanthropic Window
As 2025 draws to a close, families considering philanthropic gifts should consider some techniques and strategies to take advantage of the current...
The One Big Beautiful Bill Act: Key Tax Changes for Individuals and Businesses
This article examines a few of the changes as a result of the July 4th passing of the One Big Beautiful Bill Act (OBBBA). Given the vast number of...
Retirement Planning Overview: For Business Owners
Retirement planning is a crucial yet often overlooked component of business ownership. Unlike traditional employees, business owners must take the...
Extending the TCJA in 2025: Examining Potential Avenues to Renewal
With the sunsetting of the Tax Cuts and Jobs Act (TCJA) and the November victories of Donald Trump and the Republican Party, what exactly is going...
TCJA Sunset Implications: The Current Standing of the Tax Cuts and Jobs Act
The Tax Cuts and Jobs Act (TCJA), which was passed in 2017 during President Trump’s first term in office, is set to expire at the end of 2025. Under...
Understanding Reporting Obligations Under the Corporate Transparency Act: Who Needs to File With FinCEN and How
As the January 1, 2025, deadline approaches for companies to comply with the Corporate Transparency Act’s (CTA) Beneficial Ownership Interest (BOI)...
Year-End Planning: Financial and Tax Planning Strategies to Consider
The approach of holiday season signals the end of the year – and the perfect time for ultra-high net worth families to evaluate their financial...
Key Changes to Inherited IRAS: Understanding the 2024 IRS Regulation
Background In 2019 when the original SECURE Act was passed, the landscape of tax and retirement planning changed. Later, in 2022, the IRS gave...
Maximizing Estate Planning Benefits with SLATs: For Ultra High Net Worth Families
The utilization of sophisticated strategies in estate planning for ultra-high-net worth families is not just advisable but often critical in...
Understanding a 10b5-1 Plan
Why is a 10b5-1 Plan Necessary? As an insider of a publicly traded company, a large portion of your wealth may come from shares you own in your...
Navigating Domicile Changes
As high-earning taxpayers strive to optimize their financial picture, changing domicile or tax residence to a different state continues to be a...
Maximizing Tax Efficiency: Leveraging Pass-Through Entities to Navigate SALT Cap Limitations
A few years ago, the Tax Cuts and Jobs Act (TCJA) introduced significant changes to the tax landscape that continue to impact high-net-worth...
Maximizing Retirement Savings in 2024
All taxpayers face IRS-determined limitations on the amount of contributions they may make towards retirement savings each year. With these...
Understanding Reporting Obligations under the Corporate Transparency Act: A Guide for Business Owners
The Corporate Transparency Act (CTA), enacted in 2021, was created to promote transparency and prevent the misuse of companies for activities such...
Crafting a Legacy: The Dos and Don’ts of Effective Intergenerational Wealth Planning
Intergenerational wealth planning can make some families feel like they’re trying to create a masterpiece from a block of marble. There is so much...
Maximizing Value: Strategic Pre-Liquidity Planning For Business Owners
For many business owners, an exit from the successful venture they have dedicated so much of their time and energy to can be overwhelming....
Year End Checklist: Tax Tips to Capitalize on Saving
With the year drawing to a close, it's a time of festivities, reflection, and, yes, tax planning. While taxes might not be as exciting as the first...
College Savings: Choosing The Optimal Strategy
With the average cost of a 4-year college education in the U.S. now at $145,744 ($36,436 per year) (Hanson, “Average Cost of College & Tuition”,...
Mastering The Art Of Family Meetings: A Practical Guide To Hosting
Our last post discussed the crucial role effective family meetings play in helping high-net-worth families overcome the challenges of...
The Power Of Family Meetings: Building A Strong Foundation For Multi-Generational Wealth Transfer
High-net-worth families face unique challenges and complexities when it comes to managing their wealth and ensuring a smooth transition of assets...
Equity Compensation: Considerations For Corporate Executives
Corporate Executives typically receive a significant portion of their compensation in the form of equity. This equity compensation can take many...
Business Sale Transaction Structure: Minimizing Tax Liability Through An F-Reorganization
As a business owner considering the sale of your company, it is critical to explore various strategies that could optimize one of the biggest...
Maximizing Your Philanthropic Impact
Despite lingering high inflation, fears of recession, geopolitical concerns and ongoing stock market volatility, Americans continue to be incredibly...
Qualified Small Business Stock (QSBS)
Internal Revenue Code Section 1202 provides a potentially powerful tax benefit to business owners and investors looking to exit a business, ...
529 Rollover To Roth IRA: SECURE 2.0 Real-life Applications
While most of the buzz surrounding the passage of SECURE Act 2.0 in late December 2022 was about the dozens of changes it brought to the retirement...
SECURE Act 2.0
The Consolidated Appropriations Act, 2023, was signed into law on December 29, 2022 by President Biden after receiving overwhelming bi-partisan...
Recent Attention
July 6, 2026 | BY Tobias Salinger | Financial Planning
June 10, 2026 | BY Business Wire | Yahoo! Finance
April 5, 2026 | BY Laura Bogart | Go Banking Rates
April 3, 2026 | BY Jennifer Lea Reed | Financial Advisor
April 3, 2026 | BY Jordan Chussler | MSN
February 8, 2026 | BY Kailyn Rhone | The New York Times
January 9, 2026 | BY Rachel Barber | USA Today