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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
Wealth Planning
The Road to Financial Wellness
Practical tips from two working moms Empowering women is near and dear to our hearts, as we are both passionate about the topic. to help…More
Wealth Planning
Putting the Joy Back into Philanthropic Giving
Tax season is a great time to review, and potentially make changes to, your annual charitable donations. If you’ve lost some of the joy of…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 Private Investments, Chair of the Board of Directors, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
