Selling a company that you put your heart and soul into building can provide significant rewards, including financial security for the remainder of your lifetime and potentially your heirs. Nevertheless,…
Donor-advised funds (DAFs) have become the fastest-growing vehicles for charitable giving, bringing in billions of dollars in contributions each year. While they are operated and administered by nonprofit organizations (or…
People spend a significant amount of time building their wealth and carefully creating trusts and estate plans to protect and preserve their assets for future generations. Yet, when it comes…
One of the biggest challenges entrepreneurs must confront is how and when they will exit the businesses they spent most of their lives building. After all, business owners view their…
The passage of the One Big, Beautiful Bill Act (OBBBA) on July 4, 2025, provides a reprieve to net-worth families who faced the prospect of losing many taxpayer-friendly provisions of…
The more wealth a family acquires, the more tools they need to preserve those assets for future generations and protect them from the long arms of tax agencies in the…
In 2019, the IRS reassured ultra-high-net-worth families that any gifts they make between 2018 and 2025 to remove assets from their taxable estates under the generous but temporary provisions of…
Ultra-high-net-worth individuals with estates valued above the $13.99 million estate-tax lifetime-exclusion amount in 2025 (or $27.98 million for married couples filing joint tax returns) have several opportunities to reduce their…
The threat of tax increases and a reduction to the federal estate tax exemption is something high-net-worth families must consider when planning for wealth preservation. One strategy investors and family…
Engaging in estate and financial planning without paying attention to taxes can be a fool’s errand. Tax awareness can be tantamount to all aspects of saving, investing and spending. Failure…
