How Savvy Investors Plan for Education Expenses
There is a changing reality for many parents – advanced planning and a long-term strategy for financing a child’s education ...
Beyond Wealth: Integrating Financial Planning and Investor Behavior
As financial advisors, our purpose is to increase the financial well-being of our clients. And, although I believe we add ...
Estate Planning in Light of Current Law: Your Questions and Our Answers – 2024 Update
This post will help you consider estate planning strategies in light of the current federal estate, gift and generation skipping ...
What is an Intentionally Defective Grantor Trust (IDGT)?
Intentionally Defective Grantor Trusts (“IDGTs”) are a commonly used estate planning vehicle to transfer wealth to family members during the ...
2024 Federal & State Estate and Gift Tax Cheat Sheet
Here we have provided a “cheat sheet” to keep in mind for 2024 federal estate, gift, and GST exemptions, as ...
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 ...
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, ...
Equity Partner
What is An Equity Partner An equity partner is an individual who holds an ownership stake in a business, with ...
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 ...
The Financial Uncertainty Preparedness Checklist
There are few industries in the world that have accomplished what the US commercial aviation industry has—an almost perfect record ...