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checks and balances, law and legal concept
Understanding Warne and Nelson: How Tax Court Is Shaping Control, Marketability, and Tiered Discounts

Early estate planning is one of the best ways for business owners and ultra-high net worth individuals (hereinafter UHNW) to tax efficiently transfer wealth. Tax court cases are one of the best ways for estate lawyers to feel comfortable with the approach their chosen appraiser is using, and for estate lawyers, financial advisors and UHNW…

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year-end tax planning for individuals
Year-End Tax Strategies for Individuals

Now is the time to review and consider all of your individual year-end tax planning options and strategies for the 2024 tax season. Check it out now.

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charity donations
Charitable Giving Under The OBBBA: Strategic Tax Planning for High-Net-Worth Individuals

The One Big Beautiful Bill Act (OBBBA), enacted on July 4, 2025, introduces sweeping reforms to the tax treatment of charitable contributions. For high-net-worth individuals (HNWIs), these changes present both strategic opportunities and new limitations that warrant careful planning to preserve philanthropic impact and optimize tax outcomes. Attorneys in particular often experience income spikes from…

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individual taxes, houses on a map of the united states
One Big Beautiful Bill Act’s Impact on Individual Taxpayers

The One Big Beautiful Bill Act (OBBBA) was signed into law by President Donald Trump on July 4, 2025. It includes provisions impacting businesses and individuals. OBBBA Individual Tax Provisions Here is a look at provisions in the OBBBA that impact individual taxpayers: The expansion of qualified expenses for the 529 plan applies to any…

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preparing taxes
2025 Tax Pocket Guide

Evaluate Your 2025 Tax Obligations This tax pocket guide is an essential resource that will help you evaluate and estimate your 2025 tax obligations. It is your first step so that we can help you create a strategy to minimize taxes for the coming year, as well as develop a long-term tax strategy to benefit…

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tax-filing
Tax Implications of Expatriation

Share U.S. citizens who plan to renounce their citizenship and green-card holders who plan to end their U.S. resident status for federal tax purposes can simply file their final U.S. tax return provided they are not deemed to be a “covered expatriate”. If they do meet the definition of a covered expatriate they may be…

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