Integrating health care decisions into your estate plan is important because it ensures they are thoughtful, informed and reflective of your values. When you make decisions in advance, you can clearly outline preferences for medical treatment, end-of-life care and quality-of-life considerations without the pressures of an illness or crisis. As with other aspects of your […]
Read More… from Making health care decisions while you’re still healthy benefits you and your family
Friends, let’s talk about one of the most powerful and most misunderstood pre-sale tax strategies in the middle-market M&A world: the F Reorganization . You’ve built a fantastic business. Private equity is at the door, LOI in hand, champagne literally chilling in the conference room fridge. Your investment banker is walking you through a deal […]
Read More… from The F Reorganization Playbook: Your Pre-Sale Tax Master Move
You’ve heard the pitch. Maybe it came from a slick insurance agent, a well-meaning financial advisor, or a guy in a blazer at a conference who talks about “tax-advantaged opportunities” the way a carnival barker talks about the World’s Greatest Sideshow. The pitch goes something like this: “Invest in this equipment rental structure, take a […]
Friends, gather around. I want to talk about one of the most powerful — and most underutilized — provisions in the entire Internal Revenue Code. We’re talking about Section 351 , the tax law equivalent of a “get out of jail free” card when it comes to moving property into a corporation without triggering a […]
The single most powerful idea in the history of business finance didn’t come from Wall Street, Washington, or Silicon Valley. It came from Italy. Specifically, it came from the counting houses of Florence, Venice, and Genoa, from merchants in silk and spice, from Franciscan monks with a flair for mathematics, and from one of the […]
The Executive Summary (For Those Who Survived) Friends, it’s over. The tax season from Hades has finally drawn to a close (for now), and we can all exhale, pour ourselves a generous glass of Barolo, and do a post-mortem on what just happened. Because what just happened was, in the technical parlance of the profession, […]
Every year, severe storms, flooding, wildfires and other disasters affect millions of taxpayers. Many experience casualty losses from damage to their homes or personal property. The One Big Beautiful Bill Act (OBBBA), signed into law last year, generally made permanent the Tax Cuts and Jobs Act (TCJA) limitation on the personal casualty loss tax deduction. […]
Read More… from If you suffered a disaster, you may be eligible for a casualty loss tax deduction
If you had significant medical expenses last year, you may be wondering what you can deduct on your 2025 income tax return. Income-based thresholds and other rules can make it hard to claim the medical expense deduction. At the same time, more types of expenses may be eligible than you might expect. Limits on the […]
Read More… from When medical expenses are — and aren’t — tax deductible
Integrating health care decisions into your estate plan is important because it ensures they are thoughtful, informed and reflective of your values. When you make decisions in advance, you can clearly outline preferences for medical treatment, end-of-life care and quality-of-life considerations without the pressures of an illness or crisis. As with other aspects of your […]
Read More… from Making health care decisions while you’re still healthy benefits you and your family
A do-it-yourself (DIY) estate plan may seem appealing to those who feel confident managing their own affairs and want to save money. With the abundance of online templates and legal software, it’s easier than ever to draft a will, establish powers of attorney or create a trust without professional help. However, there are significant drawbacks […]
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