Articles
How to Sidestep the Generation-Skipping Transfer Tax
For ultra-wealthy families, the estate tax may be bad enough, but an extra tax on your grandchildren’s inheritance? Learn more about the Generation-Skipping Transfer Tax and how to mitigate it.
The OBBBA’s Impact on Affluent Families
The OBBBA just rewrote key parts of the tax code. What does it mean for your business, your estate plan, and your next big move? Find out here.
Investing Like an Owner: Why We Resist the Urge to Rebalance
Rebalancing is often touted as an essential practice in wealth management. We beg to differ. Find out why following the crowd may be counterproductive to your wealth.
Selling Your Business and Paying As Little in Tax As Possible
Looking to sell your business? Learn about smart tax planning strategies that can help you keep more of what you’ve earned.
Should I Buy a Plane?
Thinking about buying a private plane? For some, it’s a smart move. For others, it’s a costly lifestyle shift. Here’s what to consider before you take off.
Navigating Sudden Liquidity As an Entrepreneur
Jeff and Zach walk through how entrepreneurs can navigate the aftermath of a major liquidity event, because smart decisions after the exit matter just as much as the ones that got you there.