The Money (and Style) Message Pit: Do Childhood Money and Style Messages Rob Us of Agency?
By Randy Kaufman and Andrea Greenspan Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar ...
Maximizing Financial Success in Big Law: A Guide for Associates at Different Career Stages
As the compensation landscape for Big Law associates continues to evolve, new financial implications also arise, making it more important ...
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 ...
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 ...
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 ...
Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2024 Update
The bad news is that there is a federal transfer tax on assets that you give away during life, at ...
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 ...
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, ...
Markets in 2 Minutes – November 2023
In the latest edition of Markets in 2 Minutes, Emily Platt from the Wealthspire Investment Team delves into the U.S. ...
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 ...
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 ...
