Author: Kurt Leeney
Author
Remote Workers Beware: Double Income Taxation Looms
Remote workers may face the unexpected burden of double income taxation based on their work location. This issue arises when employees work remotely from a state... Read more.
The Politics of Housing: The Polarization of Renting Versus Owning
The debate between renting and owning a home has long been a contentious issue in the realm of housing politics. The divide between those who advocate for renting... Read more.
Why Are U.S. Workers Struggling to Change Jobs?
In 2022, the term “The Great Resignation” gained significant attention as a large number of employees made the bold decision to quit their jobs and explore... Read more.
Generational Financial Finding: Young Investors Tend to Ditch Parents’ Advisors
The financial landscape is evolving, and so are the goals and preferences of young investors. According to a recent report by Cerulli Associates, it is evident that... Read more.
Consider a Donor-Advised Fund (DAF) for Charitable Giving
If you’re looking for a simple, flexible, and tax-advantageous way to support your favorite charities or do some charitable giving, a donor-advised fund (DAF)... Read more.
Considerations for Handling Large Tax Debt
In the wake of the global financial crisis, there has been a significant increase in the number of high-net-worth individuals facing challenges in meeting their... Read more.
Don’t Forget Your Healthcare Spending Accounts and Retirement Accounts When Changing Jobs
When embarking on a new job, it is crucial to plan ahead and ensure a smooth transition in managing your finances. One important aspect to consider is proactively... Read more.
Market Update | Year Ahead 2024 – Twin Peaks
One of the most perplexing aspects of the markets is their ability to make you feel – how shall we say this – less than smart. Just when you think... Read more.
Ensuring Your Trust Holds up to IRS Scrutiny
As the IRS intensifies its efforts to audit wealthy taxpayers, a significant focus is being placed on trusts, particularly those with complex structures that offer... Read more.
Equity Investments Research Thematic Sleeve December 2023
INTRODUCTION When we think about portfolio construction, specifically equities, we segment our equity allocation into three ‘buckets.’ First, general market... Read more.