It’s Not Just the Really Wealthy Who Face Tax Increases
NYTimes By Paul Sullivan, April 30, 2021 Mallon FitzPatrick weighs in on President Biden’s proposed capital gains tax increase and explains why it may be impacting more than just the affluent. Read Mallon’s insights here. Disclosure Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does […]
Biden’s plan for inherited real estate may impact more people than just the wealthy
CNBC.com By Kate Dore, April 29, 2021 Mallon FitzPatrick weighs in on President Biden’s plan for inherited real estate and what estate planning strategies you can take. Read his insights here. Disclosure Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific […]
Answering an Age-Old Investor Question: Do I Live in the Wrong State?
By Mallon FitzPatrick, April 9, 2021 One of the perennial worries that seem to nag at investors is whether they are hemorrhaging money by living in the wrong state. Some believe, rightly or wrongly, that the tax structures of their home state cost them dearly, whether income taxes, property taxes or deductions are to blame. […]
Financial Spring Cleaning: 9 Post-Pandemic Tips To Spruce Up Your Budget
Forbes By Brett Holzhauer on April 7, 2021 As the economy reopens, and you begin to spring clean your finances, Mallon FitzPatrick advises all to remember to budget for activities you were forced to give up in 2020. Read his post-pandemic budgeting tips here.
Executive Compensation Series: Other Types of Compensation
March 5, 2021 – Frankie Corrado discusses other types of compensation plans like non-qualified deferred compensation and employee stock purchase plans and financial planning considerations to keep in mind. Disclosures Financial planning services offered through Robertson Stephens Wealth Management, LLC. This material is for general informational purposes only and should not be construed as […]
Letting Go of Assets is Hard—Paying Millions More in Taxes, Even Harder
By Mallon FitzPatrick, CFP® March 3, 2021 – Giving up control is hard. As financial planners, we hear it in clients’ voices and see it on their faces: parting with money that took a lifetime to acquire can feel like a wrenching, identity-erasing experience. It is also a potentially hazardous endeavor, as it often entails […]
Executive Compensation Series: Restricted Stock
Feb 26, 2021 Frankie Corrado discusses Restricted Stock – what it is and important financial planning strategies that can be used to help you build your wealth. Disclosures Financial planning services offered through Robertson Stephens Wealth Management, LLC. This material is for general informational purposes only and should not be construed as investment, tax or […]
Executive Compensation Series: Incentive Stock Options
Frankie Corrado talks about Incentive Stock Options (ISO) and some financial planning considerations. Learn from real life examples and how Incentive Stock Options could potentially fit into your financial plan. Disclosures Financial planning services offered through Robertson Stephens Wealth Management, LLC. This material is for general informational purposes only and should not be […]
New Stimulus Deal: Part II – Key Takeaways for Businesses
January 15, 2021 The most recent stimulus bill was passed on December 27, 2020. This bill clarifies items in the CARES Act, modifies and extends existing programs, and ends a few key programs. Tune in to Part 2 of this 2-part series as Managing Director, Mallon FitzPatrick, CFP® discusses key highlights of the stimulus that impacts […]
New Stimulus Deal: Part I – Key Takeaways for Individuals
January 8, 2021 The most recent stimulus bill was passed on December 27, 2020. This bill clarifies items in the Cares Act, modifies and extends existing programs, and ends a few key programs. Watch Part 1 of this 2-part series as Managing Director, Mallon FitzPatrick, CFP® discusses key points of the bill that will impact […]
2020 Year-End Planning Webinar
November 12, 2020 Frank Corrado, Frankie Corrado and Kevin Talty sit down and discuss year end planning strategies regarding : Defer, reduce or accelerate taxable income Defer, reduce or accelerate tax deductions How to leverage the low interest rate environment Implications of the SECURE Act and CARES Act Considerations for the charitably inclined Estate planning […]
CARES Act Webinar April 14, 2020
Robertson Stephens’ Frank Corrado, Frankie Corrado, and Kevin Talty discuss the CARES Act and its implications on individuals and businesses. Watch it on Youtube. Disclosures The material to be discussed in this webinar is an investment advisory communication presented for general informational purposes only – it has not been tailored to the needs of any […]