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Weekly briefing

Events

December 16, 2020, Wednesday: 2021 Stock and Tax Planning Strategies for Corporate Executives
January 2021: RegentAtlantic Investment Outlook
January 20, 2021, Wednesday: Introduction to RegentAtlantic – 2021 Investment and Planning Outlook

News

January 26, 2021, Tuesday: Jim Ciprich and Melissa Weisz speaking at Medford Leas
January 28, 2021, Thursday: Jim Ciprich and Melissa Weisz speaking at Springpoint Choice
February 4, 2021, Thursday: Abby Rosen and Chad O’Brien speaking at Financial Executives International (FEI) New Jersey

Insights

A Guide to Charitable Remainder Trusts
A Guide to Charitable Remainder Trusts

Written by: Chad O'Brien and Peter O'Neill There are types of strategies that when executed properly, can financially support charitable organizations you are passionate about and provide you with significant…

Videos

Recognition

Jon Gulman Recipient of The Family Wealth Alliance 2020 Young Professional Awards

Congratulations to our colleague Jon Gulman on being recognized by The Family Wealth Alliance 2020 Young Professionals Awards. The Young Professionals competition is a way for the organization to honor…

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