Tax strategy, entity design, and wealth-structuring insights for high-net-worth business owners and professionals.
A definitional walkthrough of the estate-tax problem after the exemption was made permanent — the 40% rate above the exemption, legislative risk, illiquidity at death, and the worked math on a $40MM estate.
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How an executive bonus arrangement funds an owner past the qualified-plan cap — and why entity structure decides whether the deduction lands.
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A definitional walkthrough of the tax and structure gap that erodes business sale proceeds — entity type, asset vs. stock allocation, and the worked math on a HNW exit.
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Why a large IRA you'll never spend is a double-tax problem — income tax and estate tax on the same dollars, RMDs forcing recognition, and the 10-year rule landing it all on your heirs.
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A definitional walkthrough of cost segregation ROI for HNW commercial and residential rental owners. When the math works, the threshold dollar amounts, and a worked example.
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