Trump Accounts for Business Owners: Two Decisions, Not One
Trump Accounts hand business owners two separate decisions. See who can actually participate under the Section 128 employer rules, and what to do before December 31.
Crummey Trusts: How Annual Gifts Can Build Wealth Outside Your Estate
We discuss how Crummey trusts can let families make annual exclusion gifts without giving up control, plus the PA inheritance tax rules and failure points advisors see most.
Roth Conversion Strategy for High Earners: When It Makes Sense and When It Does Not
Roth conversion strategy for high earners requires more than a bracket check. Discover when to convert, when to wait, and how to model the full tax picture.
Charitable Remainder Trust vs Charitable Lead Trust: CRT and CLT Planning for High-Net-Worth Families
Charitable Remainder Trust vs Charitable Lead Trust – how founders and high-net-worth families use CRTs and CLTs for capital gains and estate planning in Pennsylvania.
QSBS Stacking for Founders: Tax Planning, Trust Strategy, and Pennsylvania Considerations
QSBS stacking multiplies the Section 1202 exclusion across multiple taxpayers and trusts before a sale. Includes Pennsylvania tax impact and real case study numbers.
Family Limited Partnership Estate Tax Planning for Pennsylvania Families
How a Family Limited Partnership (FLP) reduces federal estate tax exposure for Pennsylvania families, plus where planning fails and when it doesn’t fit.