QPRT Sale of Residence: What Happens if the Home is Sold [+ IRS Pitfalls]
A Qualified Personal Residence Trust (QPRT) is a legal estate planning tool used in the … Read more
Solar Investment Tax Credits: Case Study
Case study: Aaron is a married California resident with $2,300,000 in income in 2023. As … Read more
Charitable Remainder Trusts: Avoid the Top Pitfalls
A charitable remainder trust (“CRT”) is an irrevocable trust that pays an annual amount to … Read more
Top 10 Estate Tax Planning Strategies
In this post, we address the top 10 estate tax strategies that are used to … Read more
Qualified Personal Residence Trust (QPRT): The #1 Strategy
For most folks, a large amount of their net worth is in their home. The … Read more
Charitable Remainder Trusts: A Powerful Tool for Tax & Financial Planning
A Charitable Remainder Trust (CRT) is a strategic estate planning tool that allows individuals to … Read more