Financial Planning Strategies to Enhance Qualified Small Business Stock (QSBS) — Planning to Wealth
One planning idea is to structure loss sales over time so that the losses could be used against ordinary income…
Category: Personal finance
One Big Beautiful Bill Act (OBBBA)
OBBBA resets the three potential tax benefits for Qualified Opportunity Zones (QOZs) originally introduced under the 2017 Tax Cuts and…
How to Become a Millionaire by 40
From $0 to $1 million by 40: The Ultimate Wealth Blueprint A millionaire by the time you turn 40? It…
New York Estate Tax Financial Planning Strategies — Planning to Wealth
Pros and Cons of Credit Shelter Trusts Credit shelter trusts come with both advantages and trade-offs. On the plus side,…
Masterworks Review: Investing in Fine Art
My mother owned an art gallery for nearly 40 years, and I literally grew up surrounded by art. Because of…