All I can say is “what a difference a year makes!” I want to keep this post fairly light (it is the Holiday season after all), but there are some great take-aways from 2023 that are worth noting. Here are a few observations (on markets and the economy in general) and...
There is much to consider when planning how best to pass assets to heirs, including potential tax consequences on the transferred assets. For the time being, 2021 federal gift and estate tax exemptions remain at an all-time high ($11.7 million per individual and $23.4...
Last May, my colleague Aaron Waxman wrote a timely blog post entitled “Inflation: The Dog That Hasn’t Barked,” outlining the absence of inflation during the start of the COVID-19 pandemic. Fast forward a year later, much has changed: the total U.S population is...
The company you work for has just had its initial public offering (IPO); it’s a very exciting time. All the hard work and belief you put into the company over the years is set to be rewarded. Now all that’s left is to wait for the six-month lockup period to expire...
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