Certifications: CPA, CFP®, ADPA®
Insights
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Giving with Pride: Smart Strategies for LGBTQIA+ Donors
Understanding the Landscape of LGBTQIA+ Philanthropy LGBTQIA+ donors are uniquely positioned to drive meaningful change, but the philanthropic landscape remains complex and underfunded. Historically, LGBTQIA+ organizations have faced significant challenges in securing resources, often competing with larger, more established nonprofits for limited funding. This disparity highlights the importance of strategic giving to ensure that your…
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Navigating Retirement Planning for the LGBTQIA+ Community: Challenges and Solutions
The LGBTQIA+ community faces unique retirement planning challenges that can complicate their financial security and quality of life in later years. Even as societal norms evolve, the legacy of discrimination and economic disparity continues to impact retirement outcomes for LGBTQIA+ individuals. Financial Disparities: A Persistent Challenge One of the most pressing issues is the financial…
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Remote Work in Europe: Tax Implications for US Citizens You Need to Know
As remote work becomes increasingly popular, many US citizens are considering working for US companies while living in Europe. While this lifestyle change can be enticing, it can lead to a complex web of tax obligations and potential double taxation, and you should consider seeking professional tax advice tailored to your particular circumstances and needs.…
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Financially Ever After? Exploring the Dollars and Cents of Marriage for Same-Sex Couples
Since the landmark 2015 Supreme Court decision legalizing same-sex marriage nationwide, LGBTQ couples have gained equal access to the financial benefits and considerations that come with marriage. However, the decision to marry involves complex financial implications that deserve careful consideration. Let’s explore whether it makes financial sense for same-sex couples to get married by examining…
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Before the Ballots: The Strategic Advantage of a SLAT During an Election Year
With less than 70 days until election day, the future of both the White House and the Senate hangs in the balance. Regardless of who wins, the ongoing challenges of rising federal deficits, unprecedented spending, and lower tax revenues could pave the way for higher taxes in the future. The estate tax exemption, which primarily…
Events
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Past EventPridelines UnMasking 2025
Supporting South Florida’s LGBTQIA+ Community Evensky & Katz / Foldes is honored to support Pridelines UnMasking 2025, a night dedicated to celebrating courage, community, and advocacy. This annual gala brings together changemakers, allies, and supporters to champion the vital services that Pridelines provides to LGBTQIA+ youth and individuals in South Florida. By participating, guests contribute…