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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.
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Inside Aspiriant
Rob Francais Named 2024 CEO of the Year Finalist by WealthManagement.com
Rob Francais was a finalist for WealthManagement.com's 2024 CEO of the Year, a testament to the client-centered culture he has fostered. More
Investment Management
Third Quarter 2024 Insight
Explore key insights from Q3 2024, focusing on inflation trends, household wealth disparities and strategic portfolio considerations.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
Inside Aspiriant
Celebrating Aspiriant’s New Partner Class of 2024
Meet Aspiriant's new partners, embodying our core values and dedication to client-centered wealth management.More
Investment Management
Second Quarter 2024 Insight
Our Q2 2024 Insight offers analysis on market trends and investment strategies, helping guide investors through complex financial landscapesMore
Inside Aspiriant
12 Aspiriant Partners: Best Wealth Advisors on Forbes’ 2024 List
Discover why our 12 Aspiriant partners located across the U.S. stand out as Forbes’ Best Wealth Advisors of 2024. More
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Meet the Authors
Chase Arima
Research Analyst in Investment Strategy & Research
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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John Allen
Chief Investment Officer, Partner
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Tom Tracy
Former Partner of Aspiriant
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Sandra Conners
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Investment Strategy & Research, Member of Board of Directors, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
