No Country for Rich Executives – Final Regs Issued on ATEO Executive Compensation Tax
You caught me listening to the Moody Blues. Writing about taxes brings a man so very low. It’s a Tuesday afternoon, so I sought out...
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High Noonish – Biden’s Capital Gains Death Tax Proposals Take Shape
Misinformation, disinformation, phony news, anonymous sources – there’s a Spanish battlefleet right off our coast! If William...
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Biden’s Plan to 86 the 1031 – Will It Send Real Estate Reeling?
In times of confusion and discomfiting change, we look to great minds for direction and comfort. As an old Concord boy, my go-to is...
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It’s a Family Affair – Split-Dollar Life Users Should Take Heed of Court’s Ruling
Oh, how I enjoy a dysfunctional family story. My parents are gone now and it’s been years since we’ve all gotten together, brother...
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Will the Ship Go Down If You Do? Succession Planning Back in Focus
Succession planning, long term and short, for companies of all sizes: everywhere, the pandemic has sounded the warning. This plague...
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Loophole or Lifeline: Should the Step-Up in Basis Step Down?
What is the source of jobs and wealth? If we listen to Andrew William Mellon, captain of industry, banking, art collecting and...
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I Want to Believe – Can Secure Act 2.0 Make Retirement Planning Compelling?
I’m the slowest to join. Laggard to jump, rough to convince. In the hallway at a major Russian news agency, my boss Tracy was...
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It’s Still Up to You – Biden Proposes Billions for LT Care Reform
Let’s talk about something we’ve ignored for too long: the long-term healthcare crisis. Before we begin, I just need to pull myself...
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Count Up Your Blessings – Most Retirees Can Dodge a Capital Gains Tax Boost
Is extreme income inequality a bad sign for society? I think it is, and most would agree with this simplest of statements. Yet...
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Early Uprisers – Farmers and Real Estate Industry Oppose 1031 Changes
I don’t care how mellifluously John Denver sings it – life on the farm is nothing like laid back. At least not these days. Farmers...
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Ganging Up on Gains: Biden Hopes to Strike Down the Step-Up
President Joe Biden wants the Internal Revenue Service to receive an additional $80 billion in funding over the next ten years. The...
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Where the Road Might Lead Us – Prospects for Taxing Executive Compensation
Who has too much money out there? Go ahead, raise your hands. I’ll be over shortly with the collection plate. You say you don’t...
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The Long Run – Can Whole Life Beat Fixed Investments?
“Do you know what our problem is? We’re relentlessly lower-middle class.” When he said it, Benedict was wearing a bespoke Saville...
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The Hour Is Getting Late – Sanders Takes Aim at the 5%
Wealthy families and individuals are worried today, as threatening clouds form on the disturbingly near horizon. Politicians, with...
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Get Schooled: How Whole Life Can Smooth Income Volatility in Retirement
Adversity will teach you a lot. Don’t you just hate it? As continuing education, the pandemic keeps giving. Retirees last year who...
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Caught in the Bullseye: Managing Estate Planning Uncertainty for Affluent and Wealthy Clients
Last time I was in New York, I had a terrible time. The greasy spoons are thinning out. Imperial Coffee House served the best hot...
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