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Wealth Planning
5 Smart Ways to Grow Assets for Kids or Grandchildren
Discover practical ways to support your kids' or grandchildren's financial future through thoughtful planning.
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Wealth Planning
5 Expensive Mistakes to Avoid Before and After a Liquidity Event
Avoid costly mistakes during an IPO or liquidity event. Learn actionable strategies for taxes, investments & estate planning.More
Wealth Planning
What to Do with Stock Options: When to Exercise & Tax Planning Strategies
Stock options can be a powerful wealth-building tool.More
Wealth Planning
Navigating Liquidity Events: Key Insights for IPOs, M&As and Buyouts
We’re explaining major financial events—IPOs, M&As, buyouts & more—while guiding you through key decisions, tax strategies & wealth planning.More
Wealth Planning
Finish Strong: 9 Key Financial Moves to Make Before Year-End
Wrap up 2024 on a strong note with 9 easy financial moves to boost your savings, reduce taxes and refine your wealth strategy.More
Wealth Planning
A 5-Step Guide to Layered Savings
If you’re on a clear road for professional success, it’s essential that you begin planning for financial success. Find out how to set up a…More
Wealth Planning
Restricted Stock Units (RSUs): What You Need to Know About Taxes, Selling Shares and Long-Term Strategies
Wondering what to do with your RSUs? Discover strategies for managing, selling and understanding the tax impact of your Restricted Stock UnitsMore
Wealth Planning
2024 Presidential Election: Key Differences in Tax Strategies
Discover how the 2024 election could impact your finances with a breakdown of key differences in the candidates' tax strategies.More
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.More
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
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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
