About
Seeker of the extraordinary. Builder of teams.
CEO of Focus Financial…
Articles by Michael
-
Reflecting on Twenty Years of Service at The Colony Group
Reflecting on Twenty Years of Service at The Colony Group
By Michael Nathanson
Activity
-
Elevate your next event with W&A's seasoned wealth strategists who are ready to share their insights and expertise. Ideal for forums that emphasize…
Elevate your next event with W&A's seasoned wealth strategists who are ready to share their insights and expertise. Ideal for forums that emphasize…
Liked by Michael Nathanson
-
Imagine working in a place where your hard work goes unnoticed, your efforts are not appreciated, and you could be replaced instantly. This is not an…
Imagine working in a place where your hard work goes unnoticed, your efforts are not appreciated, and you could be replaced instantly. This is not an…
Liked by Michael Nathanson
-
Happy first #MusicMonday of August! Today’s playlist is entitled “What A Lyfe,” curated by Assistant Bookkeeper Jerrell Rose of our #GRFLA Century…
Happy first #MusicMonday of August! Today’s playlist is entitled “What A Lyfe,” curated by Assistant Bookkeeper Jerrell Rose of our #GRFLA Century…
Liked by Michael Nathanson
Experience
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Education
-
-
-
-
-
Activities and Societies: Phi Beta Kappa
Licenses & Certifications
Volunteer Experience
-
-
-
-
-
Member, Board of Directors
Cure GBM
- 6 years
Health
-
Member, Board of Directors
Pediatric Cancer Cure
- 5 years
Health
-
Co-Founder
Nathanson Family Catalyst Fund for Brain Tumor Research (National Brain Tumor Society)
- Present 5 years 9 months
Health
-
Co-Founder
Nathanson Family Catalyst Fund for Cardiac Valve Research (Boston Children's Hospital)
- Present 5 years 9 months
Health
-
Member, Investment Committee Advisory Group
Massachusetts Service Alliance
- 1 year 2 months
Social Services
-
Trustee
Needham Historical Society
- 1 year 1 month
Education
-
Member, Board of Directors
Needham Historical Society
- 2 years 7 months
Education
Publications
-
An Argument for Optimism amid Pessimism: Talkin’ ‘Bout My Generation
Advisor Perspectives
-
Reducing Taxes the Right Way: The Permissible Dozen
Advisor Perspectives
-
How To Turn A Performance Dashboard Into A Crystal Ball
Chief Executive
-
Should you plan for higher taxes now? Yes, say tax professionals.
The Colony Group
-
What They’re Not Telling You About Qualified Opportunity Funds
Financial Advisor Magazine
-
Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind
Palgrave Macmillan
We literally wrote the book to guide executives and entrepreneurs through the maze of personal financial decisions with tools for virtually every circumstance and need. Having advised hundreds of executives and entrepreneurs over the years, we know there are multiple considerations and possible paths between “here” and the achievement of one's financial goals. By following a fictional couple and their family as they wind through a path of poor financial choices, it will become evident how…
We literally wrote the book to guide executives and entrepreneurs through the maze of personal financial decisions with tools for virtually every circumstance and need. Having advised hundreds of executives and entrepreneurs over the years, we know there are multiple considerations and possible paths between “here” and the achievement of one's financial goals. By following a fictional couple and their family as they wind through a path of poor financial choices, it will become evident how important well-structured guidance is to achieving positive outcomes.
Other authors -
-
Helping Clients Face Alzheimer’s Disease and Dementia: Part 2
Financial Advisor Magazine
-
Helping Clients Face Alzheimer’s Disease And Dementia: Part 1
Financial Advisor Magazine
-
Investing for Returns or Investing in ESG Strategies: A False Dichotomy
Advisor Perspectives
-
Are Some Advisors Selectively Applying the Fiduciary Standard?
Advisor Perspectives
-
Law Firm Partners Face The Perfect Storm As They Consider Retirement
Financial Advisor
-
A penny saved is a ... Some of the industry's most tired clichés
Financial Planning Magazine
-
Specializing On Specialists: Financial Planning For Lawyers
Financial Advisor
-
Estate and Gift Tax Planning Before Year-End: The Financial Planning Opportunity of a Lifetime?
www.thecolonygroup.com; www.focusfinancialpartners.com
-
The Affordable Care Act: A Planning Primer
www.thecolonygroup.com; www.focusfinancialpartners.com
-
Five Topics to Consider When Discussing Executive Compensation
www.thecolonygroup.com; www.focusfinancialpartners.com
-
Company-Sponsored Financial Counseling: The Executive Benefit that Every Shareholder Can Applaud
Journal of Financial Planning – Between the Issues
-
The Perk that Responsible Companies Cannot Afford to Eliminate
Journal of Compensation and Benefits
-
Multistate Taxation of Stock Options: An Undiscovered Territory
State Tax Notes
Other authors -
-
Benefits of Establishing a Massachusetts Security Corporation Following an Offering or Financing
State Tax Notes
Other authors -
-
Massachusetts Legislature Paints Over Sherwin Williams
World Trade Executive
Other authors -
-
Saving Massachusetts Taxes with the Alphabet: MBTs, GPs, S Corps, QSubs, and LLCs
State Tax Notes
Other authors -
-
Selected Topics in Equity-Based Compensation: The Basics of Equity Compensation
Massachusetts Continuing Legal Education
Other authors -
-
State Legislatures Set to Target E-Retailers with New State Taxes
World Trade Executive, Inc.
Other authors -
-
Buying or Selling a Business in the New Economy
Federal Tax Institute of New England, Inc.
Other authors -
-
The Internet Tax Freedom Act: An Attempt at Eliminating the Tolls on the E-Commerce Superhighway
World Trade Executive, Inc.
Other authors -
-
Conducting Business Using the Internet: Gauging the Threat of Foreign Taxation
Journal of International Taxation
Other authors -
-
Federal Income Tax Considerations in the Choice of Business Entity
ALI-ABA
Other authors -
-
Inadvertently Establishing State Taxing Jurisdiction Through the Internet
The Tax Adviser
Other authors -
-
No Net Taxation Without Representation
Software Magazine
Other authors -
-
A Foreign Prescription for Corporate Tax Integration in the United States
Tax Notes International
-
Can Businesses Expect Relief from the “Tax Relief Act of 1997”?
Boston Business Journal
-
The Interstate Business’s Guide to Attributional Sales and Use Tax Nexus: What It Is and How It Can Be Avoided: Part II
Interstate Tax Insights
-
Deferred Like-Kind Exchanges in 20 Easy Steps
Taxation for Lawyers
-
The Interstate Business’s Guide to Attributional Sales and Use Tax Nexus: What It Is and How It Can Be Avoided: Part I
Interstate Tax Report
-
Tax Codes Complicate Cleanup Liability Costs
Boston Business Journal
Other authors -
Honors & Awards
-
ThinkAdvisor’s LUMINARIES Class of 2022 (Executive Leadership)
ThinkAdvisor
Important disclosures: https://www.thecolonygroup.com/important-disclosures/
Languages
-
English
Native or bilingual proficiency
-
Spanish
Limited working proficiency
Organizations
-
Development Corporation for Israel
Member, New Leadership Board
- -
Boston University Program for Financial Planners
Member, Board of Advisors
- -
Boston Bar Association Tax Section
Co-Chair
-
More activity by Michael
-
High-net-worth individuals moving U.S. revocable living trusts to Canada face significant tax challenges. Differences in tax rules between the U.S…
High-net-worth individuals moving U.S. revocable living trusts to Canada face significant tax challenges. Differences in tax rules between the U.S…
Liked by Michael Nathanson
-
Market volatility can be less of a concern with a solid financial plan in place. We've navigated through numerous challenging market days before;…
Market volatility can be less of a concern with a solid financial plan in place. We've navigated through numerous challenging market days before;…
Liked by Michael Nathanson
-
The Buckingham team shared their perspectives on U.S. and global market performance, tax planning considerations and other developments on the…
The Buckingham team shared their perspectives on U.S. and global market performance, tax planning considerations and other developments on the…
Liked by Michael Nathanson
-
You don't need to be an accountant to run a business, but you should be familiar with key financial reports and how to interpret them. By…
You don't need to be an accountant to run a business, but you should be familiar with key financial reports and how to interpret them. By…
Liked by Michael Nathanson
-
Join us August 15th for David Waddell's outlook for the rest of 2024! Register here https://lnkd.in/eD8zqAE4
Join us August 15th for David Waddell's outlook for the rest of 2024! Register here https://lnkd.in/eD8zqAE4
Liked by Michael Nathanson
-
Some of our #GRFNY White Plains team members took a quick break from sparing and striking to snap some pictures during a recent summer bowling night…
Some of our #GRFNY White Plains team members took a quick break from sparing and striking to snap some pictures during a recent summer bowling night…
Liked by Michael Nathanson
-
The complicated subject of estate tax law is about to become even more challenging in 2026 due to the expected reversal in exemption amounts. My…
The complicated subject of estate tax law is about to become even more challenging in 2026 due to the expected reversal in exemption amounts. My…
Liked by Michael Nathanson
-
Unnerved by market volatility? Check out big picture perspective by Chief Investment Officer Kevin Grogan, CFA, CFP® , who shares our outlook for…
Unnerved by market volatility? Check out big picture perspective by Chief Investment Officer Kevin Grogan, CFA, CFP® , who shares our outlook for…
Liked by Michael Nathanson
-
After several delays, the IRS has issued final regulations with respect to required minimum distributions (RMDs) on inherited IRAs. The Colony…
After several delays, the IRS has issued final regulations with respect to required minimum distributions (RMDs) on inherited IRAs. The Colony…
Liked by Michael Nathanson
-
Have you accumulated concentrated wealth via stock compensation or real estate? If so, you are likely thinking about how you can diversify that…
Have you accumulated concentrated wealth via stock compensation or real estate? If so, you are likely thinking about how you can diversify that…
Liked by Michael Nathanson
-
With the merger of Buckingham and The Colony Group, the second half of the year has been an exciting time of growth. But we are just getting started!…
With the merger of Buckingham and The Colony Group, the second half of the year has been an exciting time of growth. But we are just getting started!…
Liked by Michael Nathanson
-
#ICYMI: In our recent perspectives post, we explored effective strategies for maximizing your philanthropic impact while ensuring tax efficiency and…
#ICYMI: In our recent perspectives post, we explored effective strategies for maximizing your philanthropic impact while ensuring tax efficiency and…
Liked by Michael Nathanson
-
Through collaboration, companies can achieve something far greater than they would standing alone. HoyleCohen Asset Management and The Colony Group…
Through collaboration, companies can achieve something far greater than they would standing alone. HoyleCohen Asset Management and The Colony Group…
Shared by Michael Nathanson
-
Today, we announced that HoyleCohen Wealth Management will join fellow Focus firm The Colony Group. HoyleCohen, a leading West Coast RIA with a…
Today, we announced that HoyleCohen Wealth Management will join fellow Focus firm The Colony Group. HoyleCohen, a leading West Coast RIA with a…
Liked by Michael Nathanson
-
“If you don’t throw yourself into something, you’ll never know what you could have had.” -English singer and songwriter Amy Winehouse. Today’s #QOTW…
“If you don’t throw yourself into something, you’ll never know what you could have had.” -English singer and songwriter Amy Winehouse. Today’s #QOTW…
Liked by Michael Nathanson
Other similar profiles
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore MoreOthers named Michael Nathanson in United States
-
Michael Nathanson
President and CEO of INDEWORKS
-
Michael Nathanson
JD Candidate | Sandra Day O'Connor College of Law
-
Michael Nathanson
SVP at Pearson Education
-
Michael Nathanson
President & C.E.O. at O.N.C. Entertainment Inc
39 others named Michael Nathanson in United States are on LinkedIn
See others named Michael Nathanson