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.

Amazon RSU policy and new RSU choice

Q3 2024 Market Review and Q4 Outlook

Unlocking Retirement Savings: The Mega Backdoor Roth IRA

Real Estate Professional Rules Explained

Family meetings serve as structured dialogues aimed at reducing tensions and nurturing familial connections.

Art Valuation and Appraisal, Navigating the Nuances of Art Worth

10 Tips for Risk Management in Art Collections

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

On Thursday, March 21st at 12:00 PM (PST), Avantia recorded a live discussion on “Cyber Prevention – How to Safeguard Your Family,”...

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.

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

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.