Expert insights on estate planning, asset protection, tax law, tax preparation, tax planning, bookkeeping, accounting practices, wealth management, and legal matters for businesses and individuals.
Expert insights on estate planning, asset protection, tax law, tax preparation, tax planning, bookkeeping, accounting practices, wealth management, and legal matters for businesses and individuals.
2026 advanced tax planning strategies for high earners and business owners: Roth conversions, cash balance plans, charitable trusts and their limits.
How executives use deferred compensation to manage taxes, and how Section 409A's rules and 20% additional tax can undo the plan.
Core business tax planning strategies: the QBI deduction, S corp owner pay, and retirement plan limits, with sources you can check.
How advanced tax planning for family estates coordinates the $15M exclusion, gifting, trusts and basis so one decision doesn't undo another.
How the step-up in basis works under IRC 1014, why community property matters in Nevada, and planning mistakes that can cost your heirs.
The 2026 estate tax exemption sunset was replaced by a $15 million exclusion. Here's what changed and what to review with your advisor.
Where the 37% rate and 3.8% NIIT start in 2026, and the advanced moves high-income earners can use to keep more of what they earn.
A Roth conversion ladder can fund early retirement access and cut lifetime taxes but it can also raise Medicare premiums. See the 5-year rule and the traps.
A 1031 exchange defers capital gains on real estate if you hit two unforgiving deadlines. See the rules, the traps, and how it pairs with an estate plan.
