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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 | 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.
Liquidity

Navigate Your Short-Term Liquidity Options

Learn about your short-term liquidity options and how they can be used as timely, cost-effective solutions.
If you want to avoid the high rates of cash advances and most of your cash on hand is invested—you may want to explore other options for short-term liquidity.
Liquidity

Options for Secondary Market Private Shares

The secondary market is useful in gaining liquidity for private shares. But options and financial implications need to be understood before choosing a strategy.
A critical first step is to be clear about your motivation and goals for a liquidity event on the secondary market.

Ann Lucchesi

Senior Director

Tax Planning

Prepare Your Finances for the Presidential Election Result

Be aware of the major taxation proposals and their potential impacts based on results of the upcoming presidential election.
The most effective way to build a proactive tax strategy is to review each candidate's policy proposals individually. Then, identify actions you can take into 2025, and align your portfolio for future growth.
Planning

Navigating Changes to Student Loan Forgiveness

Explore strategies to help you understand and adjust to the shifting landscape of student loan forgiveness.
Being proactive can help you address the continuing uncertainties around student loan forgiveness and adapt your financial plan accordingly.

Nerre Shuriah

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

Planning

Carried Interest Strategies for Trust Planning

Learn how private equity and venture capital fund general partners can leverage carried interest and navigate IRS regulations for effective estate planning.
In addition to helping meet the often-complex needs of private equity and venture capital funds, carried interest has the potential to represent significant value to fund partners.

Ann Lucchesi

Senior Director

Tax Planning

Year-End Tax Strategies for 2024

Explore ten practical tax strategies to consider as 2024 winds down.
Working alongside your financial, tax and estate advisors, you can use these end-of-year tax strategies to determine the most effective approaches for your financial plan.
INTEL

Stock Redemption Agreements No Longer Reduce Tax Liabilities

A 2024 Supreme Court ruling means death benefit proceeds from company-owned shareholder insurance increase taxable estate value.
The June 2024 Supreme Court decision in Connelly v. Internal Revenue Service held that a corporation's stock redemption agreement doesn't offset the value of life insurance policy proceeds applied to fund the redemption.

Showing 1 - 16 of 64 results

Showing 1 to 16 of 64 results

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