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 tax code that were set to expire at the…
It is no secret that taxes can take a big bite out of investment returns. Consequently, it is essential to thoroughly analyze the short- and long-term tax implications of your investment decisions with an eye toward achieving tax alpha, or…
Swap powers within intentionally defective grantor trusts (IDGTs) are critical estate planning tools that may help you improve tax efficiency today while allowing you to preserve wealth for future generations. An IDGT is an irrevocable trust that you, the grantor,…
