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The Basis Step-Up at Death: Don’t Take the Bait!
If you had to pay tax, would you rather pay 40%, or 23.8%? It’s not a trick question. And yet, depending on how the question presents itself, some people are lured into choosing a…
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Can Your Client Actually Make Money By Giving It Away?
Charitable giving, especially through Section 642 trusts, can surprisingly result in substantial tax savings. A high-income client can, instead of selling an asset, contribute it to a Sec. 642 trust and generate…
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Recession Warning: Does Falling M2 Signal A Recession?
The M2 money supply rose at an unprecedented pace in the two years following the covid pandemic. In the last year, that same M2 money supply has fallen at a rate not…
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NVIDIA – Look Out Below?
Is Nvidia headed for another wealth-destroying drop? The company lost nearly 2/3rds of its market value as recently as 2021 to 2022! Now the stock is back up, piggybacking on the AI…
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The March 2023 Banking Crisis: Is there More to Come?
In March 2023, multiple major regional banks including Silicon Valley Bank failed abruptly, contributing to a decrease in the industry’s valuation. A study by Yale researchers examined past banking crises resonant with…
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Economics of Crypto[1]
While crypto is not in the news as much as it was a year ago,[2] much of the news now centers around the pending fraud trial in the aftermath of the collapse…
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Bank Runs are a Feature, Not a Bug, of the Banking System
Several banks, such as PacWest Bancorp and Comerica Inc, have seen persistent stock decline, connoting market fears of banking instability and potential bank runs. This is due to the inherent nature of…
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This Second-Best Tax Planning Opportunity Expires 12/31/23
Too often clients who sell major assets, including businesses, real estate, large stock positions, artwork, and airplanes, fail to do their tax planning in advance. For example, a few months ago we…
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Does The Debt Crisis Mean Inflation?
A debt crisis is building in the US, and there is nothing that can be done to stop it. However, there are alternatives for dealing with it. We explain the alternatives, and…
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Do You Make this (Fatal) Mistake?
The mistake referenced in the title is a misunderstanding of withdrawal rate. I was recently speaking with a successful entrepreneur about sustainable withdrawal rates from investment funds, particularly retirement funds. He said that he…
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