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351 ETF Conversions
Section 351 of the Internal Revenue Code lets investors swap a concentrated, highly appreciated stock position for shares of a diversified ETF without triggering capital gains tax. Here’s how the strategy works, the requirements it must meet, and when it makes sense.
Saving for Kids: The New Trump/530A Accounts
A look at the new Trump/530A accounts for kids alongside 529 plans, taxable custodial accounts, and custodial Roth IRAs — plus the Roth conversion and 401(k) split strategies that make them powerful
Alternative Minimum Tax (AMT) in 2026: The New Landscape under OBBBA
OBBBA has permanently extended the AMT exemptions amount from TCJA, but also accelerated the phaseout ranges. This article examines the impact of the new changes on AMT in 2026.
Differences between New York and New Jersey State Income Taxes
New York and New Jersey have a variety of differences in their state income taxes which can make calculating which state is optimal for tax purposes difficult to figure out. This article delves into some important differences that can help with determining that.
Donor-Advised Funds
Donor-Advised Funds (DAFs) are charitable giving accounts that allow one to front-load their donations in a single taxable year while retaining the flexibility to grant to various charitable organizations over multiple years.
Notable Highlights from the Passage of the One Big Beautiful Bill Act (OBBBA)
OBBBA extends many of the expiring TCJA 2017 provisions as well as implement new changes such as the increased $40,000 SALT cap, a temporary increased deductions for seniors, a new QOZ program for specific rural areas with increased tax benefits, and more.