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Jacob Even joins the team as SVP, Wealth Strategist – Tax Policy and Research

Jake joins the team with extensive knowledge and expertise in complex tax law. He specializes in advanced income tax planning, ...

tax cheat sheet

2023 Federal & State Estate and Gift Tax Cheat Sheet

Here we have provided a “cheat sheet” to keep in mind for 2023 federal estate, gift and GST exemptions, as ...

Wealthspire Advisors discussing vesting schedules at a table with devices

5 Planning Steps to Consider Before Year-End 2022

As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to ...

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 ...