IN THE NEWS

For some, estate planning can be a complex process, and one overlooked step can lead to numerous challenges for the beneficiary. Chris Martin, CFP®, partner and senior wealth manager, spoke with Cleveland Jewish News about common estate planning mistakes and how clients can avoid incomplete planning. “When somebody [...]

Investors are pouring into ETFs due to their many advantages, but it’s important to be mindful of the fee structures before investing. In a recent U.S. News & World Report article, Associate Wealth Manager Blake Rudy shares his insights on cost-efficient investing and paying attention to expense ratios. [...]

Tax Day is almost here. With just a few days to go, there are still steps you can take to get prepared, from filing extensions to maximizing deductions. Wealth Manager Brian Tullio shared some advice with MarketWatch on what to do now for those who haven’t filed yet. [...]

If you sold a home in 2024, you may be eligible for certain exclusions or deductions this tax season. In a recent USA TODAY article, Wealth Manager Brian Tullio shared valuable information on how selling a home you inherited may impact your taxes. Click here for the full article.

The purchase of your first home is often the start of a new, exciting, and memorable chapter in life. For first-time homeowners who purchased in 2024, there may be tax advantages available as tax season approaches. Wealth Manager Brian Tullio was featured in a recent USA TODAY article [...]

While some stock fund managers have faced challenges in maintaining value over the last decade, others have consistently outperformed their benchmarks or peer groups. Senior Associate Wealth Manager Daniel Shomper, CFP® offered his thoughts on the managers at Dodge & Cox in a recent article by U.S. News [...]

Alternative investments such as real estate, art, and venture capital are becoming even more attractive to high-net-worth clients. However, these investments may come with tax complications. Wealth Manager Dina Powers was recently featured in a Financial Advisor Magazine article discussing how alternative investments impact tax filings and what [...]

If you have experienced losses due to a federally declared natural disaster, there may be tax implications to consider. Mark Weiskind, CFP, CPA/PFS (inactive) was featured in this Barron's article discussing how to claim a casualty loss and what steps you might need to take this tax season. Click [...]

Paying your tax bill on time is an essential step in closing out each tax season. The IRS offers several payment methods to keep the process as simple and as easy as possible. Senior Associate Wealth Manager Daniel Shomper, CFP® provided insight on some payment methods, including IRS [...]