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Business Owner Interest

Managing Your Equity Stake as a Founder

Building long-term personal wealth means proactively managing your equity holdings from day one.
Founders who take the time to plan their financial futures can ensure that their success in business translates into lasting personal wealth.
Planning

Understand How Professionals Manage Your Portfolio

See how professionally managed investment vehicles are used to address your risk tolerance, liquidity needs and financial goals.
Investment vehicles like mutual funds, exchange-traded funds, separately managed accounts and limited partnerships continue to expand, bringing more robust access at lower costs.

Thomas O'Keefe

Managing Director | Capital Management Group

Planning

Are Private Investments Right for Your Portfolio?

Learn about the factors driving the growth of this investment option.
Over the past few decades, private investments have transitioned from a niche option to a key component of more sophisticated investment portfolios.
INTEL

Will We See a New Approach to Tax-Free Savings?

A proposal to change the savings account landscape with a new tax-advantaged option is in the works.
The federal tax code already includes several savings accounts that allow tax-free distributions, but these are limited to specific purposes, such as retirement, medical care and college fund savings.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Tax Planning

Unpacking the 2025 Tax Proposals

From TCJA extensions to new credits, discover how the White House's proposed 2025 tax plans could impact your financial future.
With the conclusion of the 2024 presidential election and the Republican party controlling both the executive and legislative branches of government, some implications about our tax future are starting to take shape.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Planning

New Year Planning Guide

Our 2025 Wealth Planning Guide is here. Start the new year with key strategies to consider adopting into your wealth plan.
This year’s guide was created specifically for individuals who want to actively shape their financial situation.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

INTEL

New Congressional Challenge to Puerto Rico's Tax Loophole

House Democrats are challenging Puerto Rico's Act 22 tax benefits through new legislation as housing costs surge and concerns mount over tax compliance.
In October 2024, House Democrats introduced the United with Puerto Ricans Opposed to Act 22 Risks, or UPROAR, Act.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

INTEL

Major Update to Small Business Law

The Corporate Transparency Act went into effect on January 1, 2024, and impacts millions of small businesses in the US. Here's what you need to know.
The companies impacted by the CTA are mainly the millions of US-based small businesses with 20 or fewer employees and less than $5 million in revenue.
INTEL

Will the Latest IRS Adjustments Change Your Tax Bill?

Annual inflation adjustments to tax provisions were announced in October 2024. Learn how this may change your 2025 tax return.
More than 60 changes were made this year, including standard deductions, marginal rates and alternative minimum tax exemptions.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Tax Planning

Strategies for Cutting Tax Liability in Retirement

The less taxes you pay on retirement income, the more you’ll have to spend on enjoying life.
A financial advisor can help you create a holistic retirement income plan—one that meets the needs of your specific situation while also reducing your retirement tax burden.

Walt Reed

First Citizens Director of Trust & Estate Tax

Philanthropic and Charitable

5 Ways to Be More Intentional With Charitable Giving

Give to charities with purpose and intention this year using these five strategies.
In addition to supporting worthy organizations, making charitable contributions may also provide significant tax benefits.

Hank Dunbar

Charitable & Philanthropic Services Manager

Tax Planning

Tax-Loss Harvesting: A Smart Tax Move for Investors

Tax-loss harvesting is a smart way to use capital losses to help minimize capital gains taxes.
Tax-loss harvesting can be a smart way to make your portfolio more tax-efficient. However, it's a strategy that requires careful tracking and timing.

Walt Reed

First Citizens Director of Trust & Estate Tax

Tax Planning

Navigating Capital Gains Taxes

Understanding how capital gains taxes work and ways to minimize them is essential for making more informed investment decisions.
While you can't completely avoid taxes on successful investments, you can take steps to reduce your capital gains taxes.

Walt Reed

First Citizens Director of Trust & Estate Tax

Liquidity

Understanding Employee Liquidity Options Prior to an IPO

Accessing liquidity as an employee of a pre-IPO company can involve a series of financial calculations. Knowing your options can help you make sound decisions.
The world of liquidity has shifted for employees and founders of pre-IPO companies throughout the innovation sector during the last 10 years.

Ann Lucchesi

Senior Director

Liquidity

Negotiating Liquidity Needs at a Growing Company

Understanding all perspectives can help you balance employee, investor and business needs.
At almost every stage along the path to an IPO, venture-backed companies can face the pressure of liquidity for founders, employees and even early investors.

Ann Lucchesi

Senior Director

INTEL

2024 Changes to Real Estate Commission Payments

In August 2024, changes to residential real estate agent commissions went into effect. Learn the potential impacts on home purchases and sales.
In late August 2024, the National Association of Realtors, or NAR, made several changes to real estate agent commissions and disclosures to make realtor compensation more equitable and transparent for home buyers and sellers.

Showing 1 - 16 of 71 results

Showing 1 to 16 of 71 results

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