BlogImpact InvestingInvesting Introduction to Impact Investing: History, Strategies, and Trends February 24, 2021When it comes to modern investing, individuals have a multitude of options to choose from…
BlogInvestingTrending Topics Trading vs. Investing: What We Can Learn from the GameStop Saga February 23, 2021I was recently quoted in an article for Long Island Newsday, and mentioned that there…
BlogInvesting What Is An OCIO? February 18, 2021What is an OCIO? An Outsourced Chief Investment Officer (OCIO) acts as a full-service third-party…
BlogDivorceFinancial PlanningWealth Transitions Financial Awareness and Divorce February 9, 2021I have been approached by many matrimonial attorneys, therapists, and divorce coaches who ask me…
BlogBusiness OwnersFinancial PlanningTax Planning The Powerful Tax Savings of “Qualified Small Business Stock” February 2, 2021IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal…
BlogEstate PlanningTax Planning Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2021 Update January 31, 2021While the large increase in the federal estate tax exemption has provided many with federal…
BlogEstate PlanningFinancial PlanningTax Planning Estate Planning in Light of Tax Reform: Your Questions and Our Answers – 2021 Update January 31, 2021This post will help you unpack some of the estate and gift tax provisions of…
BlogEstate PlanningTax Planning Basics of Federal Estate, Gift and Generation-Skipping Transfer (“GST”) Tax – 2021 Update January 31, 2021The bad news is that there is a Federal tax on assets that you give…
BlogEstate Planning Spousal Lifetime Access Trusts (SLATs): FAQs – 2021 Update January 31, 2021What is a Spousal Lifetime Access Trust (SLAT)? It is a trust that you (the…
BlogEstate PlanningTax Planning Understanding New York’s Estate Tax “Cliff” – 2021 Update January 31, 2021It has been over six years since some dramatic changes were made to New York’s…
BlogEstate PlanningFinancial Planning Pay Attention to How Your Accounts are Titled January 31, 2021Do you have sizeable jointly held accounts with your spouse? Is your estate large enough…
BlogBusiness OwnersCovid-19Trending Topics Paycheck Protection Program (PPP) and Employee Retention Credit (ERC) Updates January 26, 2021There has been an almost constant buzz over the past few weeks concerning various stimulus…
BlogBusiness OwnersCovid-19Trending Topics Paycheck Protection Program (PPP) Loans: Round 2 Updates January 14, 2021The Small Business Administration (SBA) recently released more information regarding the second round of Paycheck…
BlogEstate Planning The One Question All Trustees Should Ask Themselves January 6, 2021Have you ever seen the show The World’s Most Extraordinary Homes? My favorite segment in…
BlogEducation Planning Refinancing of Student Loans December 17, 2020This summer, we wrote a bit about the different types of student loans that are…
BlogTrending Topics Holiday Reading List 2020 December 15, 2020In a year like no other, being at home for the holidays may present you…
BlogFinancial PlanningRetirement Planning Retirement Calculator Test Drive: Which Will Work Best for You? December 10, 2020Estimating Your Retirement Needs with an Online Calculator Beginning the process of making retirement contributions…
BlogEstate PlanningFinancial Planning Estate Planning Opportunities for Private Equity Partners December 8, 2020As a founder of a private equity (PE) fund, you are likely more interested in…