All Posts by

Craig Fasano, J.D.

Craig is a managing director in our New York headquarters.
charitable giving

Charitable Giving for the High-Net-Worth Individual

Charitable giving is an important part of life for many clients. Whether donating money or property, dedicating time and effort, ...

planning opportunities

Planning Strategies to Consider in a Volatile Environment

While the Coronavirus pandemic has brought its share of fear and anxiety, it also brings some favorable financial planning opportunities ...

Credit reports and credit scores

Credit Reports and Credit Scores: the Importance of Periodic Reviews

For many, credit information is a mystery until applying for a loan/lease, credit card, or mortgage. Often by that time, ...

taxation benefits

Taxation of Benefits When States of Employment and Domicile Differ

For many, working in one state and living in another is a common situation. For example, a 2017 report cited ...