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July 16, 2024

Equity Compensation: A Primer on Restricted Stock

As a corporate executive, you likely receive an annual letter detailing your compensation, including a […]
June 20, 2024

Simple Solutions to Reduce Your Estate Tax

The abundance of speculation about where the estate tax exemption will land in 2026 leaves […]
June 1, 2024

The Power of Finfluencers: Buyer Beware

I recently listened to a “finfluencer” describe the power of buying assets, not stuff. For […]
March 21, 2024

Four Steps to Secure Your Digital Legacy

“I think it’s in a red notebook, or maybe it’s a burgundy one?” Dad said […]
March 15, 2024

Fishing Requires Patience

One of my favorite memories of growing up in Stockholm, Sweden, was fishing with my […]
January 26, 2024

Shedding Light on the Corporate Transparency Act

This year ushers in a new set of reporting requirements for closely held corporations, limited […]