News & Analysis as of August 23, 2025

Wealth Management

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Income taxes are taxes that are collected on the individual earnings of persons or entities. Depending on the jurisdiction, income taxes are calculated and collected in a variety of ways. Some tax systems collect income taxes based on a progressive scheme, while others may utilize a proportional or regressive framework. less -

[Webinar] Planning for Retirement Accounts that Outgrow Retirement - August 19th, 9:00 am PT

Lathrop GPM on 8/7/2025

Lathrop GPM attorneys Allie Itami and Sara Hire will walk through key legal and tax considerations that arise when retirement accounts grow beyond personal retirement needs. From alternative investments to estate tax...more

The Estate Planner, July/August 2024

Shumaker, Loop & Kendrick, LLP on 7/5/2024

Employee stock ownership plan - A versatile business exit and estate planning tool - If you own a closely held business, a significant portion of your wealth may be tied up in it. So, to prepare for retirement and...more

Top Tax and Legal Considerations for Wealthy Families Going Global

Greenberg Glusker LLP on 10/5/2023

In recent years, we have seen high net-worth and ultra-high-net-worth families become, increasingly, “global citizens.” As families and their assets touch multiple jurisdictions, a myriad of issues become especially important...more

Greener Pastures: Five Things to Consider When Leaving One Jurisdiction for Another

Katten Muchin Rosenman LLP on 10/4/2022

Is the grass always greener on the other side? Like any major life decision, deciding to uproot yourself (and potentially your family) and move from one state to another is not an easy decision. Although laws, taxes and...more

NOWOTNY KNOWS SQUAT! Helping Financial Advisors Build a Clientele and Assets Under Management (AUM)!

Gerald Nowotny - Law Office of Gerald R.... on 1/18/2021

Cutting edge ideas and tools to raise assets under management (AUM) and succeed as a financial advisor. #pooledincomefund #financialadvisor #taxes...more

NOWOTNY KNOWS SQUAT! Helping Financial Advisors Build a Clientele and Asset Under Management (AUM)!

Gerald Nowotny - Law Office of Gerald R.... on 1/17/2021

Nowotny On Death and Taxes episode #33 (Nowotny Knows Squat!) discusses how a customized pooled income fund (PIF) can be used as a creative method to assist a client in minimizing capital gains taxation on the sale of an...more

Estate Tax Planning for Large Company Stock Holdings: Four Tips for Using Record-High Lifetime Exemptions

Farella Braun + Martel LLP on 9/29/2020

- Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts, such as...more

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