Community Foundations: What are they? Estate Planning and Charitable Giving

Interesting Chart(s) of the Week

Nonbank Financial Institutions

2026 tax brackets are here (for returns filed in 2027), reflecting inflation adjustments under the new tax law.

One focus of this conversation was how to best use workplace retirement plans in a tax-smart way, and watching out for hidden investment fees. Specifically, we discussed how to identify the fees we all pay for owing mutual funds or exchange traded funds (also called ETFs) in our retirement accounts, whether that be a 401K, 403B, or IRA, etc. These fees can be tricky to find if you don’t know where to look.

This book was a project that took the better part of four years. From compiling notes about my experience as a junior associate at a large law firm in New York City, interviewing lawyers and law firm partners, to sitting down to write the chapters I felt would be most relevant, and finally editing the manuscript. As I say in the introduction to the book, I wish someone had given me this book when I graduated from law school but it didn’t exist… so I decided to write it.