News and Updates

What Private Placement Life Insurance Promises Private placement life insurance (PPLI) is marketed as a type of permanent life insurance with an aura of exclusivity. The idea is that you […]

Start With the Investment Itself Before we talk about bonus depreciation or any tax strategy tied to short-term rentals, I want you to ask yourself one question: would you buy […]

If you’re a dual US-Australian citizen living permanently in the United States with money in Australian super funds, you need to understand how these accounts are treated from a US […]

I recently heard from a neurosurgeon with roughly nine to ten million dollars spread across investments, retirement accounts, and ownership in a medical practice. As earning power has increased, so […]

When portfolios get large and spread across multiple accounts, custodians, and reinvestment systems, tax loss harvesting becomes more complicated than most investors expect. One of the most common questions I […]