The Capital Gains Tax Traps Even Savvy Investors Miss

The statistics are sobering: 70% of wealthy families lose their wealth by the second generation, and 90% have depleted it by the third. Yet despite these well-documented trends, most affluent families continue to focus primarily on tax optimization and asset protection while neglecting the most critical element of successful wealth transfer: preparing the next generation to be responsible stewards of family assets.

The One Big Beautiful Bill Act has reshaped QSBS. Are you structured to capture the full benefit?

Big changes. Bigger tax opportunities.
See how recent updates to QSBS under the One Big Beautiful Bill Act could unlock significant tax savings for qualifying entrepreneurs and investors.

Trusts are powerful estate planning tools, but not all trusts are created equal. In this video, we break down the key differences between revocable and irrevocable trusts, including control, tax treatment, creditor protection, and long-term planning implications. Whether you’re building a basic estate plan or preserving multigenerational wealth, understanding these two foundational trust structures is essential.

The One Big Beautiful Bill Act is redefining tax planning for middle-market businesses. Discover the five key changes impacting decisions today and shaping strategies for the future.

Smart planning starts with understanding QSBS

Understand how the One Big Beautiful Bill Act reshapes Opportunity Zone incentives and what it means for your investments.

The landscape of individual tax planning is evolving. Explore the key deduction and estate planning changes that may affect you.

The R&D game just changed. Watch to see what it means for your bottom line.

Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones.