Joseph Hahn, CPWA®, CEPA®
Executive Director, Wealth Planning and Advice
Latest articles
Planning
What are Employee Stock Ownership Plans (ESOPs)?
An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.By Joseph Hahn, CPWA®, CEPA®|4 minPlanning
Retirement and estate planning for unmarried couples
Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.By Joseph Hahn, CPWA®, CEPA®|3 minPlanning
Weathering retirement and estate planning headwinds facing LGBTQ+ people
How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?By Joseph Hahn, CPWA®, CEPA®|3 minPlanning
Introduction to succession planning for business owners
A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.By Joseph Hahn, CPWA®, CEPA®|5 minPlanning
End-of-year planning for business owners
Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.By Joseph Hahn, CPWA®, CEPA®|5 min