Corient

In addition to the emotional impact of losing a #spouse, there are other issues to address. For instance, should you stay in the #familyhome or #move? Several factors can influence your decision, and our tips may help you choose the best path. https://ow.ly/VgKw50U9iH0

Selling #stock at a profit usually attracts #capitalgains tax. However, Section 1202 of the IRS Code allows #smallbusiness #owners to sell qualified small business stock and have up to $10 million of capital gains excluded from #taxation. https://ow.ly/Whzm50U9iyq

Changing jobs can take your #career in a new and exciting direction, but keep in mind some important #financial items as you make the switch, so you don’t lose out on certain #benefits and #coverage. We look at the main things to watch for. https://ow.ly/h1my50Uj12x

The window to make #tax-saving moves in 2024 will soon be closing. From deferring income and avoiding the AMT to harvesting #investment losses and strategic #charitable giving, here are some year-end #tax reduction strategies that can help shrink your bill next spring. https://ow.ly/v9b150Uj0Y7

Do you have the right #Medicare coverage for your needs? Medicare’s Annual Election Period (AEP) runs from October 15 to December 7. This is your time to review and update your coverage. Here’s what to look for and how to make changes. https://ow.ly/WJoR50Uj0nU

On this day, and every day, we express our sincere appreciation for our community. We are grateful to work alongside talented teams, thoughtful partners and inspiring clients from across the country. We wish everyone a joyful #Thanksgiving holiday.

We are excited to share that we have entered into an agreement to privatize CI. Mubadala Capital - a sophisticated sovereign backed investor - will take CI private. Read our press release: https://ow.ly/OqVm50Uf3J8

The “dot-com” bust showed that technology companies can quickly go from #market darlings to ugly ducklings. As #artificialintelligence (AI) gains prominence, who can predict the winners and losers? We consider how the next wave of #AI may unfold. https://ow.ly/JgPL50U9ipV

Jennie Sowers, CFP®, Partner and Wealth Advisor at Corient, shares her professional journey with Steve Garmhausen of Barron's Advisor, and explains what it takes to be a #financialadvisor to the #entertainmentindustry. Log in to read more: https://ow.ly/WYLL50UcZAg

Do you and your #businesspartners have a buy-sell agreement? Such an agreement could save your business in the event of the death, disability, divorce or termination of one of the partners. The agreement spells out what will happen to the former partner’s shares, so that the remaining partner(s) can focus on sustaining the #business. https://ow.ly/Sa4450U9gc7