
Wealth Management · Market Brief
How high-net-worth families in New York ($7.16M Estate Tax Cliff), Massachusetts ($2.0M Exemption), Connecticut ($13.99M), Maryland ($5.0M), and Florida transfer millions in appreciated equities, pre-IPO stock, and coastal residences at near-zero gift tax cost using Zeroed-Out GRATs (IRC § 2702), QPRTs, and Intentionally Defective Grantor Trusts (IDGTs).
Market Brief·3 min read

Wealth Management · Market Brief
How East Coast landlords and commercial property owners retire from active "tenants, toilets, and trash" management without triggering federal 20% capital gains, 3.8% NIIT, 25% IRC § 1250 depreciation recapture, and up to 14.776% NY/NJ/MA state taxes: a comprehensive 2026 guide to Delaware Statutory Trust (DST) 1031 exchanges, non-recourse debt replacement, and Reverse 1031 EAT parking.
Market Brief·3 min read

Wealth Management · Market Brief
Complete 2026 Georgia tax guide covering the 5.39% flat income tax, the $65,000/$130,000 Age 65+ Retirement Exclusion, and why Cobb County’s Age 62+ School Tax Exemption cuts property taxes by 66%.
Market Brief·5 min read

401(k), IRA & Retirement · Market Brief
Complete 2026 Backdoor Roth IRA guide for high earners above the $165k/$246k IRS MAGI limits: Fidelity & Vanguard execution, IRS Form 8606 lines 1–18, and Pro-Rata rule fixes.
Market Brief·8 min read