The IRS has recently announced the tax brackets and inflation adjustments for the 2025 tax year. These changes reflect a more modest increase compared to previous years, with adjustments of
As the year draws to a close, it’s important to explore tax planning strategies to effectively manage your tax liability and bill. We’ve highlighted several planning topics that we discuss
With Donald Trump assuming the presidency, many have inquired about potential changes to the tax landscape. While specific policies will require congressional approval, here’s an overview of what we may
As we move through the year, it’s important to understand the details of the gift tax and the tax-free gift limit in 2024 for effective wealth sharing with loved ones.
Navigating the tax landscape for startup founders and investors is complex. However, the Section 1202 gain exclusion provides a significant benefit: excluding gains from the sale of Qualified Small Business
For high-net-worth individuals aiming to minimize tax and maximize assets transferred to beneficiaries, one strategy they can consider is the use of a Grantor Retained Annuity Trust (GRAT). This article
Exit planning can be complex for startup founders and business owners, particularly regarding effective tax planning. One powerful strategy to optimize your exit outcome and reduce tax liabilities while supporting
Company founders and venture capitalists (VCs) alike recognize that starting and investing in early-stage companies not only contributes to economic growth and job creation but also allows them to enjoy
Trust and estate planning is a process that ensures your assets are managed and distributed according to your wishes after your passing. It involves the preparation of legal documents such
Many high-net-worth and ultra-high-net-worth investors often neglect tax implications when determining asset allocation within their portfolios. They tend to prioritize achieving the highest pre-tax returns, overlooking the importance of incorporating
When a founder has an exit, valuation seems to get a lot of attention. However, too much focus on valuation can sometimes lead to a neglect of personal financial planning
In the intricate dance of startup exit strategy, the spotlight often shines on Qualified Small Business Stock (QSBS) and the potent tax advantages under Section 1202. While much has been
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