The Lido Perspective

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

Insights

Planning

Insights

What Is A Wealth Management Planning Consultant?

February 2022

By Michael Karsa, President, Midwest & Arizona

Planning

Insights

How Do I Set Up A Family Office?

January 2022

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

Greg Kushner, CPA<sup>*</sup>-Chairman
Planning

Insights

The Recent Rise in Popularity of the Qualified Small Business Stock

January 2022

By Olivia Zaiya, Esq., CFP<sup>®</sup>, Head of Advanced Wealth Planning

Olivia Zaiya, Esq., CFP<sup>®</sup>-Head of Advanced Wealth Planning
Investments

Insights

A Brief History of Sustainable Investing

November 2021

By Gina Sanchez, Chantico Global

Gina Sanchez-Chantico Global
Planning

Insights

Asset Protection: What You Should Consider Now

November 2021

By Scott Brokaw, Senior Wealth Advisor

Scott Brokaw-Senior Wealth Advisor
Tax

Insights

Tax Update: House Ways and Means Committee Tax Proposal

October 2021

By William Coughlan, LTax Consulting

William Coughlan-LTax Consulting
Estate & Trust

Insights

Estate Planning: How to Start Preparing Now

October 2021

By Jenna Glassock, Esq., Laurel Trust Law

Jenna Glassock, Esq.-Laurel Trust Law
Planning

Insights

Small Business Owners Year-End Planning 2021

September 2021

Tax

Insights

Green Book Hot Topics: Individual Tax

September 2021

By William Coughlan, LTax Consulting

William Coughlan-LTax Consulting
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