Insights
Planning guidance, in plain language.
Timely, plain-English takes on the tax and planning moves that matter — dated and reviewed for the current year.
What the 2026 $15M estate exemption means for your family
The estate and gift tax exemption sits at a historic high for 2026. Here's how families are using the window before the rules shift again.
June 2026 · 8 min read
QSBS after the OBBBA: a bigger break on your exit
The Section 1202 exclusion expanded under the OBBBA. For founders planning a sale, the structure of the exit can shelter a large share of the gain.
May 2026 · 5 min read
Roth conversions and loss harvesting: a year-end pairing
Two tax moves that work better together. Pairing a Roth conversion with harvested losses can soften the tax hit of converting.
May 2026 · 4 min read
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