Climate change continues to make the news early in 2020 from some of the most prominent companies of our day. The CEOs for Blackstone, Microsoft, and Blackrock have all come out talking about the importance of addressing climate change for their business and the...

Opportunity Zones have been making headlines for the past two years. The benefit of OZs for the right client in the right situation can be substantial. Although it’s true that the additional 5% step-up in basis expired on 12/31/2019, the 10% step-up, the deferral to...

Historically, people have had a disconnect between what they value (socially, environmentally, etc.) and their actual investment capital. However, in a 2017 survey, 75% of respondents said they were interested in investments, companies or funds that focus on achieving...

When the ball dropped at midnight, confetti and cheers erupted as people marked the finish of one year and start of another. Mentally, a reset button was pushed as people looked forward to what the new year will bring. One of the main topics we will hear about this...