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Insights

Tax Planning Amid a Divided Congress

With the start of tax season looming, here’s what taxpayers need to know about effective planning amid the uncertainty posed by the partisan split between the House of Representatives and Senate. By Mallon FitzPatrick and Alicia Denton January

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Filed Under: Insights Tagged With: Alicia denton, financial planning, Mallon Fitzpatrick

The Truth About the IRS’s New Funding

Contrary to what you may have heard, the agency’s $80 billion budget increase is not for financing an auditing army As published in Rethinking65 by Mallon FitzPatrick and Alicia Denton Jan 4, 2023 - If recent headlines are to be believed, an

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Filed Under: Insights Tagged With: Alicia denton, financial planning, Mallon Fitzpatrick

2023 Outlook: Time To Be Extraordinarily Vigilant

As published in wealthmanagement.com By Stuart Katz, Chief Investment Officer Jan 1, 2023 - Central bank monetary policy, corporate profits and investor behavioral tendencies will largely impact the path of markets over the next year.  As the

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Filed Under: Insights Tagged With: Investment Office Insights, Stuart Katz

Of Tortoises and Hares

As published in Wealthmanagement.com By Jeanette Garretty, Chief Economist Jan 1, 2023 - The last half-decade has seemed to have a certain “rush-to-get-there” quality, exemplified by high-tech unicorns, COVID frustrations, cryptocurrency dreams

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Filed Under: Insights Tagged With: Economic Insights, Jeanette Garretty

Perry’s Tax Paynes

By Mallon FitzPatrick and Victoria Jung December 7, 2022 - Headlines featuring celebrities, rockstars, titans of business, and the IRS rarely end well. Typically, the sensationalized audits result in large fines or imprisonment because of tax

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Filed Under: Insights Tagged With: financial planning, Mallon Fitzpatrick, victoria jung

‘Tis the Season for Giving’ – Realizing the benefits of Charitable Donations

By Mallon FitzPatrick, CFP November 30, 2022 - As we head into the holiday season and address year-end planning for 2023, now is a good time to reflect on charitable donations and how to best facilitate them. Contributing to a meaningful

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Filed Under: Insights Tagged With: financial planning, Mallon Fitzpatrick

Ooh La La: Lady Gaga’s “Foundation” Mishap

By Mallon FitzPatrick and Alicia Denton November 29, 2022 - One of the most celebrated pop stars of the last decade, Lady Gaga, was caught up in a controversy when her charitable organization was accused of mismanagement. The Born This Way

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Filed Under: Insights Tagged With: financial planning, Mallon Fitzpatrick

Billions in Charitable Tax Deductions, but Where is the Money?

By Mallon FitzPatrick and Victoria Jung November 21, 2022 - Mackenzie Scott is back in the news after donating $84.5 million to the Girl Scouts of the USA. Scott primarily donates through a vehicle called a donor advised fund (DAF). Though there

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Filed Under: Insights

Here’s What You Need to Know About Year-End Planning Heading Into 2023

By Mallon FitzPatrick October 31, 2022 - There is little any individual can do about 2022’s market volatility or high inflation, escalating geopolitical conflicts, and rising interest rates adding fuel to the fire. However, you can strive to

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Filed Under: Insights Tagged With: financial planning, Mallon Fitzpatrick, wealth planning

The New Age of Grandparenting

By Karen McClintock, CFA October 31, 2022 The role of grandparents has long been to comfort, support, and even spoil their grandchildren. But in a time of rising costs, particularly for education and housing, many grandparents are finding new

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Filed Under: Insights Tagged With: 529 plan, Crummey Trust, Financial Literacy, financial planning, Gifts, grandparents, Intrafamily Loan, karen mcclintock

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Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

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