Why “Tax the Rich” Is the Dumbest Expression
CA wants to impose a one-time 5% wealth tax on its wealthiest residents. If you have $1 billion or more, you’d lose 5% of your net worth - instantly -...
Why “Tax the Rich” Is the Dumbest Expression
CA wants to impose a one-time 5% wealth tax on its wealthiest residents. If you have $1 billion or more, you’d lose 5% of your net worth - instantly -...
We’re Living in the Golden Era of Tax Strategy
The tax/investment strategies we can do today are INSANE We can offset capital gains on: • Business sales • Concentrated stocks • Real estate sales • Carried interest We can...
We’re Living in the Golden Era of Tax Strategy
The tax/investment strategies we can do today are INSANE We can offset capital gains on: • Business sales • Concentrated stocks • Real estate sales • Carried interest We can...
Can You Pass This Tax-Efficient Investing Test?
If you’re a high-income earner or investor, you should get all 8 right. 1️⃣ Which strategy helps investors reduce capital gains taxes? A) Sell investments before year-end to lock in...
Can You Pass This Tax-Efficient Investing Test?
If you’re a high-income earner or investor, you should get all 8 right. 1️⃣ Which strategy helps investors reduce capital gains taxes? A) Sell investments before year-end to lock in...
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...