Insights and Education

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

Overview of Accredited Investor, Qualified Client, Qualified Purchaser, and Qualified Institutional Buyer investor types.

Turning 18 marks a significant milestone, not just in personal freedom, but in legal responsibility as well. As young adults gain the ability to vote, sign contracts, and make independent healthcare decisions, it's essential to ensure they have the proper legal documents in place to navigate these new responsibilities confidently. In our latest article, Avantia Executive Director Billy Howard outlines the key estate planning steps every family should consider when a child rea

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

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

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 generation in a more tax-efficient manner. One such techniqu

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.