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

Selling Your Company? Don’t Leave Money on the Table

March 17, 2023

The SECURE Act: Key Points & Considerations

January 6, 2023

Keeping Interest Rate Rises in Perspective

November 28, 2022

Gifting and Letting Go: Emotional and Practical Perspectives

June 30, 2022

Preparing the Next Generation for Success

March 22, 2022

A Formula for Maximizing Gift Exemptions

March 3, 2022

Independent Thinking

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Strategic Wealth Planning