2024 Year-End Tax Planning
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
December 3, 2024
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
A Qualified Small Business Stock (QSBS) attestation letter is a formal document that certifies a company’s stock as QSBS-eligible under the IRS’s criteria. This letter typically includes critical information such
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
Not every family with substantial assets requires their own single family office. But for those with complex situations, there are circumstances where it does make sense. Typically, wealthy families that
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 investing a large amount of cash after an exit or liquidity event, the choice between dollar cost averaging vs lump sum investing can be crucial. Each strategy offers distinct
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