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Guide to IDGTs

Guide to Non-Grantor Trusts

Guide to SLATs

Guide to GRATs

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All estate tax articles

Start from the ground up. Review our primers, guides to specific structures, and detailed case studies

Estate tax video

Check out our video series on planning to reduce your estate tax

Estate Tax Planning Trusts: A Comprehensive Guide

The purpose of estate tax planning is to maximize the assets you pass on to future generations by minimizing gift and estate taxes. Estate-tax strategies revolve around the use of...

Guide to CRUTs

Guide to Exchange Funds

Guide to Deferred Sales Trusts

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All Capital Gains articles

Start from the ground up. Review our primers, guides to specific structures, and detailed case studies

Capital Gains video

Check out our video series on planning to reduce your Capital Gains

Tax Deferral Strategy: Comparing the Big Three

You can defer capital gain taxes with a Charitable Remainder Trust, Opportunity Zone, or Exchange Fund. CRTs get the best returns. Which is right for you?

Guide to Solar Investment Tax Credits

Guide to Oil & Gas Funds

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All Ordinary Income articles

Start from the ground up. Review our primers, guides to specific structures, and detailed case studies

Ordinary Income video

Check out our video series on planning to reduce your Ordinary Income

Solar Tax Incentives vs. Oil and Gas Well Investments: A Comprehensive Comparison

Taking advantage of solar tax incentives and investing in oil and gas wells are two popular strategies for offsetting ordinary income tax. How do you know which one is right...

QSBS Stacking 101

Guide to QSBS CRUTs

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All QSBS articles

Start from the ground up. Review our primers, guides to specific structures, and detailed case studies

QSBS video

Check out our video series on planning to reduce your QSBS tax burden

QSBS Stacking Options

The Qualified Small Business Stock exemption, or QSBS, is the best tax break around. As a result of Congress’s push early in the new millennium to encourage Americans to start...