Our Insights
OpenAI employee with $5M in PPUs
An OpenAI employee with $5 million in Private Profit Units (PPUs) will soon face a $1.8 million tax bill from federal and California capital gains taxes once liquidity occurs -...
OpenAI employee with $5M in PPUs
An OpenAI employee with $5 million in Private Profit Units (PPUs) will soon face a $1.8 million tax bill from federal and California capital gains taxes once liquidity occurs -...
America is running out of power - creating a $2...
The U.S. energy market is facing one of the greatest supply–demand imbalances in decades. Electricity demand is projected to rise 40% over the next 10 years, driven by: Explosive growth in AI...
America is running out of power - creating a $2...
The U.S. energy market is facing one of the greatest supply–demand imbalances in decades. Electricity demand is projected to rise 40% over the next 10 years, driven by: Explosive growth in AI...
The Most Powerful Estate Planning Strategy in A...
This estate planning move makes every other strategy look basic. It’s called the Installment Sale to an Intentionally Defective Grantor Trust (IDGT) - and despite talk of it being eliminated, it’s still alive...
The Most Powerful Estate Planning Strategy in A...
This estate planning move makes every other strategy look basic. It’s called the Installment Sale to an Intentionally Defective Grantor Trust (IDGT) - and despite talk of it being eliminated, it’s still alive...
How to Make Your Private Equity Returns Tax-Fre...
This is the #1 way to invest in private equity. Investing in private companies is a completely different ball game than the public markets — more opportunity, but also more risk....
How to Make Your Private Equity Returns Tax-Fre...
This is the #1 way to invest in private equity. Investing in private companies is a completely different ball game than the public markets — more opportunity, but also more risk....
The Quickest Way to Destroy a City (Besides Bom...
Rent control leads to: Fewer housing units being built Deteriorating quality of existing ones And ultimately, an even worse housing shortage When landlords can’t charge market rents, they lose the...
The Quickest Way to Destroy a City (Besides Bom...
Rent control leads to: Fewer housing units being built Deteriorating quality of existing ones And ultimately, an even worse housing shortage When landlords can’t charge market rents, they lose the...
If you had a big tax bill last year, here’s wha...
Stop settling for reactive CPAs who disappear until tax filing season. Work with a proactive CPA who strategizes with you throughout the year. And stop pouring money into “alternative” investments that hand you K-1s full...
If you had a big tax bill last year, here’s wha...
Stop settling for reactive CPAs who disappear until tax filing season. Work with a proactive CPA who strategizes with you throughout the year. And stop pouring money into “alternative” investments that hand you K-1s full...