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A Surprising Case for Crypto
I’m going to tell you of a surprising, hard-to-refute case for “investing” in crypto. But first, let’s look at some background. If you’re old enough, you may remember the stories that used to…
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Avoid These Top Ten Mistakes in Delaware Statutory Trusts
Delaware Statutory Trusts (often called “DST” but don’t confuse that with “deferred sales trust”) can be good solutions for certain very specific real estate tax planning purposes. How do you know if a…
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Did You Know This About Tariffs?
Fewer than half of Americans even claim to understand how tariffs work. Do you? If not, please don’t feel bad. I sat through at least one class in graduate school (at Stanford)…
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The End of the World?
Did you know the world almost ended in June? For real… The world as we know it may have come within hours of ending on June 29, 2024 when an asteroid, discovered…
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Taxes – Still Time (Not Much) to Plan
Congress wants to lower your clients tax bill (it’s true)! For most high-net-worth clients, the best way to reduce their tax bill for 2024 is to employ one or more of the…
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Income Accounting for Tax-Exempt Trusts
Section 664 of the Internal Revenue Code includes the rules for income paid from trusts that are tax exempt under the section. These rules are the so-called four-tier accounting system. This system lays…
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State Death Taxes: Don’t Get Blindsided!
Does your state impose a death tax, separate from estate taxes? All advisors to high net worth clients are aware that the US federal government imposes an estate tax on large estates. As…
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Taxation of Complex Trusts
A complex trust is any trust that does not meet the conditions to be a simple trust. Simple TrustsA simple trust is a trust that must distribute all its income in the same year it receives…
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Escaping the Generation-Skipping Tax Trap
Do you have any clients who might get tripped up by the generation-skipping tax? If you do, or aren’t sure, please read on. The generation-skipping tax is an estate tax on steroids.…
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Grantor Trusts: What Good Are They?
If you are not sure what grantor trusts are, or when they might be used, this article is for you. We’ll discuss what grantor trusts are, their most common uses, and how…
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