Tax strategy, entity design, and wealth-structuring insights for high-net-worth business owners and professionals.
By Michael Iskra, Founder, POM Unlimited, Beverly Hills, CA If you contribute to a 401(k), your employer deducts the money from your paycheck, the plan provider routes it into the fund you selected, and the fund buys the market at whatever price prevails that day. Nothing in that chain evaluates the price. The fund is […]
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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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Depreciation recapture is not the tax bomb it gets sold as. It is a fair market value and documentation question, and here is the math HNW real estate owners should run before and after a cost seg study.
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