Insights and Education

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

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

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

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.