Planning Commentary
June 20, 2024
The abundance of speculation about where the estate tax exemption will land in 2026 leaves […]
June 1, 2024
I recently listened to a “finfluencer” describe the power of buying assets, not stuff. For […]
March 21, 2024
“I think it’s in a red notebook, or maybe it’s a burgundy one?” Dad said […]
January 26, 2024
This year ushers in a new set of reporting requirements for closely held corporations, limited […]
December 6, 2023
Were you offered participation in your company’s non-qualified deferred compensation (NQDC) plan and find yourself […]
November 28, 2023
The IRS released Revenue Procedure 2023-34 (PDF) and Notice 2023-75 (PDF), which detail the tax changes, inflation […]
November 10, 2023
Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]
October 30, 2023
As we find ourselves searching the “Weather” app for signs of cooler days ahead, we […]
Equity Compensation: A Primer on Restricted Stock