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Strategic outlooks, insights, and news keeping you informed.
Explore our latest perspectives with insights and updates from our professionals, along with news and headlines featuring Bridgehampton.
Estate Planning for Non Citizens
May 2026: When advising clients on estate planning and one spouse or both are not US citizens, there are several important considerations.
Estate Planning for Non Citizens
May 2026: When advising clients on estate planning and one spouse or both are not US citizens, there are several important considerations.
What To Know About Trump Accounts for Children
May 2026: The One Big Beautiful Bill Act of 2025 introduced a new type of savings vehicle for children—commonly referred to as Trump Accounts (TA). These accounts are designed to encourage long-term investment for children and include a $1,000 federal seed contribution, along with tax-deferred growth.
What To Know About Trump Accounts for Children
May 2026: The One Big Beautiful Bill Act of 2025 introduced a new type of savings vehicle for children—commonly referred to as Trump Accounts (TA). These accounts are designed to encourage long-term investment for children and include a $1,000 federal seed contribution, along with tax-deferred growth.
QSBS Planning Under the OBBBA
April 2026: The QSBS (Qualified Small Business Stock) exclusion offers one of the most significant capital gains tax planning opportunities for founders, investors and employees in high-growth startups. The One Big Beautiful Bill Act (OBBBA) that was signed into law on July 4, 2025, expanded aspects of Section 1202 of the Internal Revenue Code, which provides tax benefits to holders of QSBS.
QSBS Planning Under the OBBBA
April 2026: The QSBS (Qualified Small Business Stock) exclusion offers one of the most significant capital gains tax planning opportunities for founders, investors and employees in high-growth startups. The One Big Beautiful Bill Act (OBBBA) that was signed into law on July 4, 2025, expanded aspects of Section 1202 of the Internal Revenue Code, which provides tax benefits to holders of QSBS.
Naming Trusts as IRA Beneficiaries
March 18, 2026: There are several items to consider before naming a trust as the beneficiary of your IRA.
Naming Trusts as IRA Beneficiaries
March 18, 2026: There are several items to consider before naming a trust as the beneficiary of your IRA.
Retirement Account Takeaways from the One Big Beautiful Bill Act
September 2025: Key takeaways related to retirement accounts that you need to be aware of.
Retirement Account Takeaways from the One Big Beautiful Bill Act
September 2025: Key takeaways related to retirement accounts that you need to be aware of.
What you need to know about state estate taxes
March 2025: State estate tax laws are an important part of your estate plan. Here we discuss four key considerations related to including them in your estate plan.
What you need to know about state estate taxes
March 2025: State estate tax laws are an important part of your estate plan. Here we discuss four key considerations related to including them in your estate plan.
Ingalls & Snyder is a registered investment advisor and broker-dealer based in New York City. We provide investment management and related services to private clients and institutional investors.
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