Insights & Strategy
Tax planning explained — specifically, not generically.
Articles on the strategies, deadlines, and decisions that determine how much of what you earn you actually keep. Written for high-income earners, business owners, and HNW families who want to understand — not just be told — what to do.
29 articles
Tax Strategy
What the 2026 Estate Tax Exemption Sunset Means for Business Owners
The TCJA estate and gift tax exemption is scheduled to be cut roughly in half after 2025. A comprehensive guide for busi...
2026
Business Tax
83(b) Election — The Founder's Complete Guide to Filing Within 30 Days
83(b) Election — The Founder's Complete Guide to Filing Within 30 Days — tax planning strategies for high-income earners...
July 2025
Tax Strategy
How to Build an Effective Annual Exclusion Gifting Strategy
The annual gift tax exclusion is one of the simplest and most underutilized estate planning tools available. Here is how...
2026
Tax Strategy
Business Succession Planning: Why Tax Strategy Has to Come First
Most business succession plans fail not because of bad legal documents but because no one modeled the tax impact before ...
2026
Wealth Preservation
Buy, Borrow, Die — The Tax Strategy Behind How the Wealthy Build Generational Wealth
Buy, Borrow, Die — The Tax Strategy Behind How the Wealthy Build Generational Wealth — tax planning strategies for high-...
October 2025
Tax Strategy
Charitable Remainder Trusts and Estate Planning: When Philanthropy and Tax Efficiency Align
Charitable remainder trusts can reduce estate taxes, defer capital gains, and provide an income stream — all at once. He...
2026
Charitable Planning
Charitable Tax Strategies for High-Income Earners — Give More, Pay Less
Charitable Tax Strategies for High-Income Earners — Give More, Pay Less — tax planning strategies for high-income earner...
August 2025
Tax Strategy
Estate Planning Before a Liquidity Event: What Business Owners Must Do Before the Sale Closes
Selling a business or other major asset creates a once-in-a-lifetime estate planning opportunity — but only if the plann...
2026
Tax Strategy
Estate Planning After Divorce and Remarriage: What Changes and What Needs to Be Fixed
Divorce and remarriage create significant estate planning problems — many of which go unaddressed for years. Here is wha...
2026
Tax Strategy
The 7 Most Expensive Estate Planning Mistakes High-Net-Worth Families Make
Advanced estate planning is complex and the mistakes are costly. A detailed guide to the seven errors we see most often ...
2026
Tax Strategy
Estate Planning for Clients with Real Estate, LLCs, and Closely Held Businesses
Complex asset structures require coordinated estate planning. A comprehensive guide for real estate investors and busine...
2026
Tax Strategy
Tax Coordination for the Family Office: Managing Complexity Across Generations
Family offices face tax coordination challenges that span multiple generations, multiple entities, and multiple advisors...
2026
Tax Strategy
Generation-Skipping Transfer Tax: What It Is and How to Plan Around It
The generation-skipping transfer tax is a second layer of tax on wealth transfers to grandchildren and more remote desce...
2026
Tax Strategy
Grantor Trusts: The Tax Planning Tool That Powers Most Advanced Estate Strategies
Grantor trust status is at the heart of most sophisticated estate planning. A comprehensive guide to what grantor trusts...
2026
Estate Planning
How to Legally Pay Less Estate Tax — A Plain-English Guide for High-Net-Worth Families
How to Legally Pay Less Estate Tax — A Plain-English Guide for High-Net-Worth Families — tax planning strategies for hig...
December 2025
Tax Strategy
How to Legally Reduce Your Taxes When You Earn Over $1 Million
How to Legally Reduce Your Taxes When You Earn Over $1 Million — tax planning strategies for high-income earners, busine...
March 2026
Tax Strategy
How Trust Planning Affects Your 1041, 709, and 1040 Returns
Estate planning strategies create specific tax reporting obligations across multiple forms. Here is what business owners...
2026
Tax Strategy
A Practical Guide to Irrevocable Trust Tax Reporting
Irrevocable trusts create ongoing tax reporting obligations far beyond the initial gift tax return. A comprehensive guid...
2026
Tax Strategy
Tax Strategies for Physicians — How High-Earning Doctors Legally Reduce What They Pay
Tax Strategies for Physicians — How High-Earning Doctors Legally Reduce What They Pay — tax planning strategies for high...
February 2026
Tax Strategy
Private Placement Life Insurance and Advanced Estate Planning
Private placement life insurance is increasingly used in advanced estate planning for high-net-worth families. Here is h...
2026
Tax Strategy
Qualified Opportunity Zones and Estate Planning: What High-Net-Worth Investors Need to Know
Qualified Opportunity Zone investments offer capital gains deferral and potential exclusion. Here is how OZ investments ...
2026
Tax Strategy
A Guide to Estate Planning for Real Estate Investors
Real estate portfolios create unique estate planning challenges around basis, liquidity, valuation, and entity structure...
2026
Real Estate Tax
Real Estate Tax Strategies for High-Income Investors — What Most CPAs Are Not Doing
Real Estate Tax Strategies for High-Income Investors — What Most CPAs Are Not Doing — tax planning strategies for high-i...
September 2025
Tax Strategy
When a Revocable Trust Does Nothing for Estate Tax Planning
Revocable trusts are widely used — and widely misunderstood. Here is what they do well, what they do not do, and why man...
2026
Tax Strategy
Tax Strategy for Serial Entrepreneurs — How to Structure Multiple Businesses to Keep More of What You Build
Tax Strategy for Serial Entrepreneurs — How to Structure Multiple Businesses to Keep More of What You Build — tax planni...
November 2025
Tax Strategy
SLATs Explained: The Estate Planning Strategy High-Net-Worth Couples Should Understand
A Spousal Lifetime Access Trust allows married couples to remove assets from their taxable estate while maintaining indi...
2026
Business Exit
Tax Planning Before You Sell Your Business — What Must Be Done Before the LOI
Tax Planning Before You Sell Your Business — What Must Be Done Before the LOI — tax planning strategies for high-income ...
January 2026
Tax Strategy
What Wealthy Families Get Wrong When Gifting Assets
Gifting assets to heirs or trusts is one of the most powerful estate planning tools available — and one of the most comm...
2026
Tax Strategy
Why Your CPA — Not Your Attorney — Should Lead Your Estate Planning Coordination
Estate attorneys are essential. But for ongoing coordination of trust administration, tax reporting, and implementation ...
2026
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