Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS®

Senior Vice President at Raymond James.

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

New episode on Jan 7!

Apple Podcasts: https://t.co/zCW0Vx4EDQ

Spotify: https://t.co/7bbH7k0IWp

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

Upstream planning strategies are becoming an increasingly important topic in estate and tax conversations for high net worth families.

In this video, we discuss how transferring assets to older generations may create opportunities for a step-up in basis, the potential impact on future capital gains taxes, and why careful structuring and trust planning are essential considerations.

For additional educational resources, feel free to contact our team.

#LegacyPoint #EstatePlanning #WealthStrategy #TaxPlanning

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

Choice wisdom worth thinking about today.

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

Truth is, this article makes me a little sad. Plan your retirement properly, and you won't need to fear running out of money or rely on penny pinching tips. https://t.co/DkS9sn2ixb

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

Before she became one of the most influential figures in advertising history, she was told "no."

In this episode of The Way They Did It, we explore the story of the woman who broke barriers, challenged convention, and helped create some of the most recognizable marketing campaigns of all time.

Success doesn’t come from fitting in—it comes from standing out.

#SuccessUnscripted #TheWayTheyDidIt #BusinessHistory #Leadership #Marketing

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

This is a great reminder that retirement isn't just a financial transition—it's a lifestyle transition. Preparing for the changes in routine, spending, and purpose can be just as important as preparing your portfolio. https://t.co/SVdqZEpEUa

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

Gifting appreciated assets may have unintended tax consequences if cost basis planning is overlooked.

In this video, we discuss why some high net worth families choose to hold certain appreciated assets, how cost basis impacts future taxes, and why strategies such as trust swaps are often part of broader wealth transfer conversations.

For additional educational resources, feel free to contact our team.

#LegacyPoint #WealthStrategy #EstatePlanning #TaxPlanning

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

Most business owners focus on growing revenue. Few focus on building transferable value.

The Value Acceleration framework breaks growth into five stages: Identify, Protect, Build, Harvest, and Manage—helping owners move from operating a business to creating a valuable, sellable asset.

The goal isn’t just growth. It’s building long-term enterprise value with intention.

#LegacyPoint #BusinessGrowth #ExitPlanning #WealthStrategy

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

From moving to Los Angeles knowing no one to becoming one of the most successful luxury real estate agents in the country, Jonathan Nash has built a remarkable career through relationships, persistence, and a passion for helping clients navigate life's biggest decisions.

In this episode of Success, Unscripted, Jonathan shares lessons from more than 25 years in real estate, the realities of operating at the highest levels of the market, and what it takes to earn trust in a business built on relationships.

Spotify: https://t.co/zBngsBkey7
Apple: https://t.co/xQXlACMKte

#SuccessUnscripted #LuxuryRealEstate #Entrepreneurship #Leadership #JonathanNash

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

Nick Maggiulli's article "What I've Learned Writing 500 Blog Posts" distills nine years of work into these big lessons:

1. Consistency beats everything
2. Doing is improving
3. The journey is the outcome
4. The world will surprise you https://t.co/x6yLan3qXb

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

"The researchers didn't want to believe it[...]The people most satisfied in their relationships at 50 were the healthiest at 80. The lonely ones died younger [...]Chronic loneliness is roughly as toxic to your body as smoking 15 cigarettes a day." https://t.co/xSz7ah4fLU

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

What does it take to build a business—and a life—from the ground up in a new country?

From arriving in Los Angeles knowing no one to becoming one of the top names in luxury real estate, Jonathan Nash shares lessons on risk, resilience, relationships, and the power of betting on yourself.

New episode June 10th.

#SuccessUnscripted #LuxuryRealEstate #Entrepreneurship #Leadership

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

Upcoming tax changes could make charitable planning even more important in the years ahead.

In this video, we explore how evolving deduction rules may impact giving strategies—and why thoughtful planning around donations, timing, and tax efficiency can play a meaningful role in broader financial goals.

For additional educational resources, feel free to contact our team.

#LegacyPoint #CharitableGiving #TaxStrategy #FinancialPlanning

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

A failed experiment. An unexpected breakthrough. A product that ended up everywhere.

In The Way They Did It, we uncover how persistence and one overlooked idea turned into one of the most recognizable inventions of all time.

#SuccessUnscripted #TheWayTheyDidIt #Innovation #BusinessHistory

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

New retirement account proposals are generating plenty of discussion—but not every new idea is necessarily the right fit for every investor.

In this video, we take a closer look at one recent proposal, including potential benefits, practical considerations, and why strengthening existing retirement savings frameworks may still play an important role in long-term planning.

#LegacyPoint #RetirementPlanning #FinancialInsights #WealthStrategy

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

AI is already reshaping the future of healthcare—and the impact is only beginning.

In this episode of Success, Unscripted, David Kohel, CEO of LiveMore, shares his journey from startups to Fortune 50 leadership and explores how AI could transform health, wellness, and the way people make healthcare decisions.

Spotify: https://t.co/p4ZYOpCAd8
Apple: https://t.co/oKjXmelUgh

#SuccessUnscripted #AI #HealthTech #Innovation #Leadership

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

Structured notes may offer attractive yields—but understanding the tradeoffs is critical.

In this video, we discuss how some structured products can carry risks that may not be immediately apparent, particularly during periods of market volatility. Before investing, it’s important to understand how these strategies function, the role of downside exposure, and how they fit within your broader financial plan.

For additional educational resources, feel free to contact our team.

#LegacyPoint #MarketInsights #StructuredNotes #InvestmentStrategy

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

AI isn’t coming someday — it’s already changing the way businesses compete.

In our next episode of Success, Unscripted, we explore why adapting, experimenting, and staying willing to evolve may be the difference between falling behind and building what’s next.

New episode 05/27.

#SuccessUnscripted #AI #Innovation #FutureOfBusiness

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

We call this "longevity risk." Do not underestimate how long you will live (aka - the length of time you will need your money to last). Keep in mind, people with higher educations live longer than average. https://t.co/S8ev128NR5

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

This is a trend I can get behind. https://t.co/ymwFpgWiNo

[Jonathan Israel, CEPA®, CPWA®, AAMS®, CRPS® @JonathanLPWM]

What started as a solution for missiles became one of the most recognizable products in the world.

#SuccessUnscripted #TheWayTheyDidIt #Innovation #BusinessHistory #WD40