2023 End of Year Wealth Planning Webinar
October 19, 2023 – Head of Wealth Planning, Mallon FitzPatrick, along with Alicia Denton and Vicky Jung discuss end of year wealth planning strategies and how to prepare for 2024 and beyond.
Wealth Transfer: The Clock is Ticking
March 30, 2023 – Now may be one of the best opportunities to transfer a significant amount of wealth to future generations. The present market and legislative landscape have created ideal conditions for high and ultra-high-net-worth individuals and families to gift as much of their assets as they can afford to part with. However, this moment may be fleeting.
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 25, 2023 – Earlier this month, Robertson Stephens Managing Director and Head of Wealth 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 armed unit of IRS agents is gearing up to mobilize and audit the […]
Patagonia’s Founder Executes Masterful Estate Plan
By Alicia Denton, CFP® and Mallon FitzPatrick, CFP® October 10, 2022 – You may have heard about Patagonia’s September giveaway…and we’re not referring to deep discounts on outdoor apparel! Yvon Chouinard, the founder of the company, recently announced a transfer of his company’s shares to two new entities. Patagonia is valued at approximately $3 billion […]
Multimillion Real Estate Portfolio Presents Income, Inheritance Dilemma
Advisors help a couple determine how to diversify plus leave assets to children and charity. By Mallon FitzPatrick and Alicia Denton, As published in Rethinking65 December 16, 2021 – There is perhaps no better illustration of the power of wealth planning than when we conceive new ways to help clients meet their life goals. At […]