All Posts by

Kevin Brady, CFP®

Kevin is an advisor in our New York City office.
Solo 401k

Why the Self-Employed Should Consider a Solo 401k

Self-employed individuals have multiple options to save for retirement and invest in a tax-efficient manner. One of those options, the ...

private equity

Transfer Planning for PE Partners Using a “Carried Interest” Option

As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in ...

tax savings qsbs

Tax Planning Opportunities with QSBS – “Packing” & “Stacking”

Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by ...

incentive stock options ISO

What Are Incentive Stock Options (ISOs)?

All of today’s largest, blue-chip companies began as the small start-ups of yesterday. Some created entirely new industries, like Google ...

Laddering Life Insurance to Reduce Costs

A Brief History of Life Insurance Life insurance is a powerful tool in wealth management with a long history dating ...

tax savings qsbs

The Powerful Tax Savings of “Qualified Small Business Stock”

IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal Revenue Code (IRC) to entrepreneurs ...

private equity

Estate Planning Opportunities for Private Equity Partners

As a founder of a private equity (PE) fund, you are likely more interested in sourcing new deals and successfully ...

fiduciary advisor

The Importance of Working With a Fiduciary Advisor

Deciding to work with a financial advisor can be a stressful decision. It requires sharing intimate financial details with a ...

stocks covid

Adding to Stocks During Covid-19

The spread of Covid-19 has been referred to as a “black swan” event by some, meaning an occurrence with potentially ...

WeWork

An Important Lesson from WeWork

The appeal of the company mission As a millennial, I grew up during the tech era and social media “boom.” ...

long-term care

How to Plan for Long-Term Care Costs

Many of us think it won’t happen to us, but the statistics say otherwise. 52% of Americans turning 65 will ...