Wealth Planning
Six strategies to reduce single-stock concentration — from systematic selling and exchange funds to collars, charitable structures, and GRATs — with research on how much is too much.
Tax Strategy
From basic harvesting mechanics to long/short direct indexing — how to use tax strategy to systematically convert market volatility into after-tax outperformance.
Alternatives
Private credit has grown into a multi-trillion dollar asset class. We explore the risks, returns, and how it fits within a diversified portfolio.
Portfolio Management
There is no universal answer, but the decision matters more than most investors realize. We break down the tradeoffs between calendar, threshold, and tactical rebalancing.
Tax Strategy
When does a Roth conversion make sense — and how do you talk about it with your advisor? We walk through the key questions to ask.
Tax Strategy
How QOZs allow investors to defer capital gains, access depreciation benefits, and potentially eliminate taxes on new investment gains after a 10-year hold.
Income Planning
Annuities have a complicated reputation — oversold in some corners, dismissed in others. We cut through the noise to explain when an annuity genuinely makes sense and what to ask before signing.
Tax Strategy
How Section 351 exchanges allow investors to convert concentrated or legacy holdings into diversified ETFs without triggering capital gains.
Real Estate Strategy
How real estate investors use Delaware Statutory Trusts to complete 1031 exchanges, defer capital gains, and transition from active management to passive income.
Alternatives
A side-by-side comparison of liquidity, fees, QBI deductions, tax efficiency, and how each structure fits within a diversified portfolio.
Alternatives
Why endowments and pensions are selling private fund interests, how rising rates created a supply surge, and what the opportunity looks like for investors.
Interactive Tool
See how much tax drag is silently eroding your portfolio — and what a tax-optimized strategy could recover.
Adjust the sliders to model your situation. All figures are illustrative estimates.
How It Works
Interactive Tools
Model real scenarios before making a decision. Each calculator is built around the strategies we use with clients every day.
Estate Tax Estimator
Estimate your federal estate tax exposure at current exemption levels and explore how gifting, trusts, and other strategies can reduce the bill.
Tax Drag Estimator
See how much tax drag is silently eroding your portfolio returns — and what a tax-optimized strategy could recover over time.
1031 DST vs. Realize Gain
Compare selling outright versus exchanging into a Delaware Statutory Trust — see the tax deferral and long-term income difference.
QOZ Fund vs. Realize Gain
Model the tax impact of investing capital gains into a Qualified Opportunity Zone fund versus paying tax now and reinvesting.
§1202 QSBS vs. Standard Sale
See how much you could save by qualifying for the Section 1202 exclusion on a C-Corp sale versus a standard S-Corp or LLC exit.
Donor-Advised Fund
Compare donating cash, selling stock first, or contributing appreciated stock in-kind to a DAF — and see the after-tax cost of each.
Cash vs. Leverage
Pay cash or borrow and keep your liquidity working? Compare IRRs, see the break-even hold period, and find the borrowing rate where leverage stops paying.
SDIRA vs. Cash
Hold an alternative investment inside a Self-Directed IRA or with after-tax cash? Models UBIT on leveraged deals, Traditional vs. Roth, and the early-withdrawal penalty.