by datadu | Jun 14, 2025 | blog
Your annual meeting with your tax professional shouldn’t just be about filing returns—it should be a strategic session focused on minimizing taxes and preserving wealth. The right questions can uncover significant savings opportunities and ensure you’re...
by Gene Gordon | Jun 7, 2025 | blog
Every December, wealthy families scramble to implement last-minute tax strategies before the year-end deadline. They make charitable donations, accelerate expenses, and defer income—all while crossing their fingers that these rushed decisions will meaningfully reduce...
by Gene Gordon | May 31, 2025 | blog
When you’ve built substantial wealth, the question isn’t whether you’ll face estate and gift taxes—it’s whether you’ll navigate them intelligently or fall into expensive traps that could cost your family millions. Even families with the...
by Gene Gordon | May 24, 2025 | blog
The globalization of wealth has created unprecedented opportunities for high-net-worth families to optimize their tax positions across multiple jurisdictions. Yet with these opportunities comes a labyrinth of complex regulations, reporting requirements, and strategic...
by Gene Gordon | May 17, 2025 | blog
For sophisticated real estate investors, the tax code isn’t merely a set of rules to comply with—it’s a strategic playbook for wealth creation. At the center of this playbook stands Section 1031 of the Internal Revenue Code, a powerful wealth acceleration...
by Gene Gordon | May 10, 2025 | blog
For high-net-worth individuals, the concept of paying taxes voluntarily—and earlier than required—might seem counterintuitive. Yet strategic Roth conversions represent precisely this paradox: deliberately accelerating tax payments now to create potentially enormous...
