Johnson Fistel Blog

This article is reprinted with permission from Esq. Wealth Management, Inc. Are you prepared for the evolving tax landscape in 2025? With inflation-adjusted changes to tax brackets, deductions, and credits, taxpayers across all income levels will see notable shifts that could impact their financial plans. This guide not only highlights the most significant updates to…

As we usher in the new year, Johnson Fistel is excited to share updates that reflect the firm’s commitment to excellence, growth, and meeting the evolving needs of our clients. Promotions We are proud to announce the promotion of Jeffrey A. Berens and William W. Stone to Partner, effective January 1, 2025. Jeffrey A. Berens…

This article is reprinted with permission from Esq. Wealth Management, Inc. Earlier this month, Barron’s published an article titled “J.P. Morgan Loses $39.7 Million Arbitration Against Barred Financial Advisor,” a headline that grabbed attention across the financial industry. At first glance, the title suggests the barred financial advisor, Edward Turley, prevailed in a $39.7 million claim against J.P. Morgan.…

This article is reprinted with permission from Esq. Wealth Management, Inc. Recently, I met with a potential client who shared an eye-opening experience. For years, he had been working with a large financial services firm that managed his portfolio and charged him an annual fee. Despite this ongoing relationship, the firm made virtually no adjustments…

In the world of securities class actions and derivative litigation, a spirited tomayto, tomahto debate often emerges over the use of “Stockholder” as opposed to “Shareholder.” Both terms refer to individuals or entities that own shares in a company, making them partial owners of the business. While the distinction may seem like a matter of…

This article is reprinted with permission from Esq. Wealth Management, Inc. Annuities have a long history of providing a guaranteed stream of income in retirement, but recent trends have taken their popularity to new heights. According to a recent survey from BlackRock, a global leader in investment management and retirement solutions, longer life expectancies and…

In October 2024, Crypto.com filed a lawsuit against the U.S. Securities and Exchange Commission (“SEC”) in response to receiving a Wells notice, which indicated the SEC’s intention to bring an enforcement action against the company.[1]  This lawsuit represents a significant development in the ongoing regulatory battle between cryptocurrency companies and the SEC. In its complaint,…

This article is reprinted with permission from Esq. Wealth Management, Inc. As 2024 draws to a close, it’s the perfect time to revisit tax-saving opportunities that can benefit you now and set up savings for future years. At EsqWealth, we work closely with high-net-worth clients to ensure they maximize their tax planning. Below are some…