What if you could sell your business for $15 million and pay $0 in federal capital gains tax? It's not a loophole. It's Section 1202 of the tax code, also known as QSBS (Qualified Small Business Stock), and it just got a major upgrade in July 2025.

Should you pay off your mortgage early, or keep the loan and invest the difference? In this video I walk through the exact framework I use with high net worth clients, with real numbers showing when paying it off is the right move, and when keeping the loan is worth a million dollars to your bottom line.

If you have company stock inside your 401(k), one decision could save you tens of thousands of dollars in tax. It's a strategy called Net Unrealized Appreciation, or NUA, and most people, even their accountants, never bring it up.

Most retirees think about bonds the wrong way. They focus on the percentage, 60/40, "your age in bonds," and miss the question that actually matters in retirement: how long can you pay your bills without selling a single share of stock?

Most retirees pick their state by looking at one number, the state income tax rate. That number is often the least important piece of the puzzle.

Most investors are leaving thousands of dollars on the table every single year. Not because they are picking bad investments. Because they are not running the tax playbook the wealthiest families have quietly used for decades.

If you just inherited an IRA or Roth IRA, the decisions you make in the next 12 months could cost you tens of thousands of dollars in unnecessary taxes. In this video, I break down exactly how inherited IRAs work, the critical difference between inheriting a traditional IRA and a Roth IRA, the 10 year rule from the SECURE Act, and how to build a smart distribution plan based on your income, your state taxes, and your actual need for the cash.

In this video, I walk through 8 of the most common and costly wealth mistakes I see in $10M+ families, and none of them require complex planning to fix.

Can you really turn $90,000 into $3,000,000 tax-free? A recent Wall Street Journal article says yes. The math actually checks out.