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The Lido Perspective

The latest advice, updates, and insights from our team of wealth advisors.

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Tax Consulting & Preparation

The OBBBA Changed Charitable Giving. Here’s Why a Donor-Advised Fund Might Still Make Sense.

June 2026

Tax Consulting & Preparation

ESPP Tax Rules: How Employee Stock Purchase Plans Are Taxed

June 2026

Tax Consulting & Preparation

ISO vs. NSO Stock Options: Key Tax Differences Explained

June 2026

Tax Consulting & Preparation

Roth Conversion Strategies: When and How Much to Convert 

June 2026

Tax Consulting & Preparation

RSU Tax Guide: How Restricted Stock Units Are Taxed

June 2026

Tax Consulting & Preparation

Why Opening and Funding a Donor-Advised Fund Before 12/31/25 Matters

November 2025

Tax Consulting & Preparation

One Big Beautiful Bill Act Tax Updates: What You Need to Know

August 2025

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.