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Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium

Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or Virtually How have the voter attitudes changed toward the wealthy in this country. Can the trajectory be changed; how can that happen? How has the political and economic climate affected voters and the resulting legislation over the past two decades. What does …

An Opportunity to Save on Income Taxes

An Opportunity to Save on Income Taxes
Thank you to BNY Mellon Wealth Management for this report.What are some of the benefits and risks in the election of the 83(b) approach? Private and public companies grant deferred equity awards as a form of compensation, which can be delivered as restricted stock, performance share units (PSUs) or restricted stock units (RSUs). When a restricted stock award is granted, …

Summary and Analysis: White House FY 2023 Budget Request

Summary and Analysis: White House FY 2023 Budget Request
On Monday, March 28, the Biden administration released its $5.8 trillion fiscal year (FY) 2023 budget request (“Budget”) and various accompanying documents. This includes the Green Book, which provides cost estimates and descriptions for the revenue proposals in the Budget prepared by the Department of the Treasury. The Budget includes new tax increases and other measures that are intended to …

Fly Like An Eagle