Independent Thinking

Insights

2026 Year-End Wealth Planning Review

October 9, 2026

We have published our 2026 Year-End Wealth Planning Review, highlighting recent tax changes and other planning developments to consider as year-end approaches.

Strategic Wealth Planning

From Zero to Sixty: Navigating a Liquidity Event

November 24, 2025

2025 Year-End Wealth Planning Review

October 6, 2025

One Big Beautiful Bill Act: A Wealth Planning Update

July 8, 2025

Plan, Don’t Panic, After a Market Downturn

June 18, 2025

Before Sunset: Time Is Running Out on the Estate Tax Exemption

September 30, 2024

Before Sunrise: Strategies for Private Fund Managers

September 30, 2024

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Strategic Wealth Planning