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Wealth Planning
How to Effectively Manage Capital Gains from Concentrated Stock Positions
Learn how to manage concentrated stock holdings and reduce risks through diversification and strategic planning.
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Wealth Planning
The Corporate Transparency Act: Crucial Timelines for Business Owners
Learn how the Corporate Transparency Act impacts your business. Key tips and deadlines for compliance to avoid fines and legal issues.More
Wealth Planning
Equity Compensation Guide to Stock Options, RSUs, ESPPs and Taxes
Learn how to optimize your financial benefits with smart strategies and tax planning for your equity compensation in our detailed guide.More
Wealth Planning
Avoid Insider Trading Accusations with a 10b5-1 Plan
Avoid insider trading accusations with a 10b5-1 plan. Learn how to manage equity compensation, navigate tax implications and don’t break laws.More
Wealth Planning
When Tech Deals Go Well – Maximizing ISOs
Maximize your Incentive Stock Options (ISOs) with our experienced financial planning. Learn about eligibility, grant limits, taxes and more.More
Wealth Planning
Estate Planning Opportunities: Navigating the Tax Cuts and Jobs Act Sunset
Maximize tax savings before the Tax Cuts and Jobs Act expires at the end of 2025. Apply key estate planning strategies before the sunset. More
Wealth Planning
6 Strategies to Maximize Tax Savings Before the Tax Cuts and Jobs Act Sunset
Prepare for the 2025 TCJA sunset. Discover key strategies to maximize tax savings and navigate upcoming tax changes. More
Wealth Planning
3 Tax Considerations if Leaving California
Discover why leaving California isn't just about changing your address. Explore these three tax insights from Aspiriant's Tax Services team.More
Wealth Planning
3 Strategies to Master Love and Money Together
Try these three strategies for navigating money conversations with your spouse and build a strong financial foundation as a couple.More
Wealth Planning
Make a Cohabitation Agreement, Prenup or Postnup Work for You
Discover how cohabitation agreements, prenups and postnups can protect your financial future in relationships, whether unmarried or married.More
Wealth Planning
4 Financial Tips for Young Adults
Make the transition into young adulthood more manageable with four helpful financial tips.More
Wealth Planning
How to Choose a Trustee for a Living Trust
Your living trust is the centerpiece of an estate plan, so understanding its role and choosing a trustee to manage it is incredibly important.More
Wealth Planning
Protecting Your Children When They’re No Longer “Kids”
Despite the legal classification of your child as an “adult,” and your trust in them, you want to protect them just a little longer—but how?More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Investment Strategy & Research, Member of Board of Directors, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Tom Tracy
Former Partner of Aspiriant
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Sandra Conners
Director in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
