Understanding New York’s Estate Tax “Cliff” – 2024 Update
In 2014, dramatic changes were made to New York’s gift and estate tax law. For many clients, the subject of …
Spousal Lifetime Access Trusts (SLATs): FAQs – 2024 Update
What is a Spousal Lifetime Access Trust (SLAT)? It is a trust that you (the grantor) set up for the …
Qualified Business Income (QBI): Deduction May Create New Planning Strategies for Some Business Owners
The Tax Cuts and Jobs Act of 2017 introduced a 20% tax deduction focused on pass-through businesses. While the deduction …
‘Tis the Season for Cyber Thievin’
The holidays provide a great opportunity for fraudsters to unleash their schemes, knowing that we are busy traveling, shopping, and …
Fireside Chat: The Last 5 Years in Review
Despite EVERYTHING that has gone wrong in the past 5 years – wars, pandemic, inflation, political unrest, bull markets, bear …
So You’re a New BigLaw Associate
You’ve done it! Three years of law school, a summer internship or two, several grueling months of bar exam prep, …
The Corporate Transparency Act: What Business Owners, LLCs, and FLPs Should Know
As we step into 2024, entity owners are facing a new regulatory landscape, significantly shaped by the Corporate Transparency Act …
RSUs vs. ISOs: Equity Compensation 101
Chances are that if you’ve reached a point in your career where your employer has granted you Incentive Stock Options …
Maximizing Earnings Through NIL Contracts: A Guide for College Athletes
The recent introduction of the Name, Image, and Likeness (NIL) policy has revolutionized the world of college sports. Now, student …
The Impact of Artificial Intelligence on Financial Advisors and RIAs
Technology has been exponentially growing since the 60s, doubling every one and a half to two years.[i] Each technological innovation …
Year-End Planning Tips 2023
As we approach the end of 2023, you should aim to maximize your opportunities to transfer wealth to your children …
Talking About Money: Navigating Wealth Transfers Across Generations
As financial advisors, we have the privilege of working with numerous families, witnessing their triumphs, heartbreaks, milestones, and life transitions. …
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 …
A “How To” Guide to Retirement Savings for the Self-Employed
In the past, I’ve received calls from clients who had already retired but decided to get back into the game …
A Summer Internship at Wealthspire Advisors
Written and compiled by 2023 Summer Marketing Intern Juliana Tabback For several years now, Wealthspire Advisors has hosted an 8-week …
The Top 5 Medicare Mistakes
Written in partnership with Chapter Medicare Medicare can be quite daunting. There are thousands of supplemental plans, many different enrollment …
Financial Moves for New Parents: A 5-Point Checklist
Becoming a parent is an exciting phase in life’s journey. Suddenly, you’re responsible for another tiny human being. Amid the …
First Time Homeowners: Have You Thought of Everything?
My wife and I purchased our first home seven years ago, which was not nearly as fun as an episode …
