Insights and Education

Section 1202 of the IRS code presents a significant opportunity for eligible business owners to save millions of dollars in taxes.

The Washington State Luxury Sales Tax on Cars

One Big Beautiful Bill Act (OBBBA) enacts sweeping tax reforms. Find out the key provisions for wealthy individuals, their businesses, and their charities.

Comparing Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds, and Private Foundations.

Amazon RSU policy and new RSU choice

Introduction: Turning 18 marks an important legal milestone, granting young adults the ability to make independent decisions regarding their healthcare, finances, and legal matters. While this newfound autonomy is exciting, it also introduces potential risks if the proper protections are not in place. At Avantia, we guide families through the essential estate planning documents that ensure both parents and young adults have clarity and confidence. From healthcare proxies and

Unlocking the Power of Private Placement Life Insurance for Ultra-Affluent Families

Wealth advisors discuss solutions Corporate executives often seek compensation strategies that align their interests with shareholders while offering meaningful rewards for performance. Stock options provide a compelling tool to achieve this, allowing executives to benefit from company growth and success. Two primary types of stock options— Non-Qualified Stock Options (NSOs) and Qualified Stock Options (QSOs) —offer unique advantages and tax treatments. Understanding the key

Unlocking Retirement Savings: The Mega Backdoor Roth IRA

Real Estate Professional Rules Explained

Location of assets in a client’s financial structure to take advantage of the structural tax differences of the investments available.

Introduction: Wealth Transfer and Estate Planning Challenges As our clients’ wealth grows, we look to bring effective planning techniques to their attention.  One such area of planning is around gift taxes. When clients have amassed a significant amount of wealth that will cover their future needs and goals and also puts them in a position where their estate might be subjected to taxes, they may start considering techniques that can help them transfer their wealth to the next

Concentration risk in single equities is a common puzzle for ultra-high-net-worth families.

Consider donating long-term appreciated securities as a part of your charitable planning.

join our clients for a discussion on the key provisions of the program so that our families can best take advantage of their benefits

a 7% tax on the sale or exchange of long-term capital assets, such as stocks and business interests, above a $250,000 annual threshold.

Family businesses, hold a special place in the hearts of their owners, embodying a legacy of pride, identity, and shared dreams.

Transitioning your business is a significant endeavor that involves careful consideration and planning.

We outline four powerful tools commonly used to help UHNW Children acquire a home: outright gifts, loans, leases, and irrevocable trusts.

Many individuals are aware of the importance of managing their finances with purpose but putting that knowledge into action can be challenging. Often, our desires for the present conflict with our desires for the future. For example, one might plan to wake up early to get that workout before the day gets away from them. We know that the workout is good for us in the long term. Longer life, happier life, healthier life. But the snooze button feels right now, today. Nine minute