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sunset tax cuts and jobs act

The Sunset of the Tax Cuts and Jobs Act: Financial Planning Considerations

When the Tax Cuts and Jobs Act (TCJA) went into effect in December 2017, it enacted several major changes, including ...

money and style message pit

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 ...

capital accounts big law partners

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 ...

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 ...

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 ...

tax law changes

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 ...

new york estate tax cliff

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 ...

SLATs

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 ...

associate

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

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 ...

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