As trying as market volatility can be, it can provide opportunities for us to enhance a portfolio’s after-tax returns. How? One strategy we apply, e...
Retirement is no longer that short period after a lifetime of work. It is a major life stage that can last for many decades, as more people are able t...
Over the past 10 or 20 years, all sorts of assets have increased greatly in value. If you are now considering transferring some of those gains to the...
Are you an entrepreneur thinking of selling your business and moving on to your next big thing? Then it is time to look at the tax implications. Selle...
You don’t know if your children or grandchildren will grow up to be ballerinas or bankers, stay-at-home dads or globetrotters. But you can convey th...
Maybe you’re selling a share of a business, real estate, or about to receive an inheritance. Given the runup in asset prices – from stocks to real...
Yesterday was the last day of the Democratic National Convention in Chicago, and we are now just over 70 days away from the U.S. elections that will d...
Trust-based philanthropy has been gaining ground in the 2020s, providing a way to reframe the relationship between donors and nonprofits in a more pro...
This article was written by 2024 summer intern Brandon Sookoo in collaboration with our team. We are grateful to Brandon for his work and the Posse Fo...
