The Lido Perspective

See the latest advice, updates, and insights from our team of wealth advisors.

Insights

Tax

Insights

2022 Year-End Tax Savings Strategies

October 2022

By William Coughlan, LTax Consulting

Tax

Insights

Making the Most of Your Gift to Charity

September 2022

Investments

Insights

Top Questions to Ask Your Advisor

July 2022

By Greg Kushner, CPA<sup>*</sup>, Chairman

Greg Kushner, CPA<sup>*</sup>-Chairman
Estate & Trust

Insights

Will vs. Trust – Which One Is Right For You?

June 2022

By Jenna Glassock, Esq., Laurel Trust Law

Jenna Glassock, Esq.-Laurel Trust Law
Planning

Insights

What to Know About a 529 Account

June 2022

By Jon Teran, CFP<sup>®</sup>, Senior Wealth Manager, Market Lead

Jon Teran, CFP<sup>®</sup>-Senior Wealth Manager, Market Lead
Investments

Insights

The Case For Dividends

May 2022

By Anish Ramachandran, Investment & Analytics

Anish Ramachandran-Investment & Analytics
Estate & Trust

Insights

What Is A Charitable Trust & How Does It Work?

April 2022

By Jenna Glassock, Esq., Laurel Trust Law

Jenna Glassock, Esq.-Laurel Trust Law
Tax

Insights

2022 Business Tax Planning

April 2022

By William Coughlan, LTax Consulting

William Coughlan-LTax Consulting
Investments

Insights

The Evolution of ESG Disclosure Frameworks

March 2022

By Gina Sanchez, Chantico Global

Gina Sanchez-Chantico Global
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