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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.
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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
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
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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
