September 23, 2018

Under recent legislation owners of private businesses can avoid capital gains taxes on up to $10 million of private stock (or 10x their adjusted basis, whichever is greater).

This tax free business sale is possible under IRC § 1202 and has greater impact now than in the...

March 29, 2017

How can $7,000 in Roth IRA contributions turn into a $6 million tax-free gain? And can you help your clients take advantage of the strategy that allows this to happen?

In a surprising outcome, the 6th Circuit Court of Appeals in February reversed a Tax Court decision in...

February 2, 2017

Mohni Pabrai figures he'll save as much as $10 million in tax a year, as well as half a million in operating costs through his qualification under Act 20 to set up a new private equity venture in Puerto Rico.

Act 20 entices hedge funds, family offices, professional serv...

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