Two Economies Under One Headline: 5 Takeaways on the AI Build-Out
Data center construction, rising tech and power prices, and white-collar layoffs: five takeaways on how the AI build-out is reshaping the economy, and why it matters for investors.
What to Put in a Self-Directed IRA or Solo 401(k), and What to Keep Out
Some private investments lose their best tax benefits inside a retirement account, and some trigger tax the account itself has to pay. Here is how to decide which deals go where.
Year-End Tax Planning for High Earners: Getting Under the 24% Bracket Before December 31
How high earners can think about getting taxable income under the 24% bracket before December 31: the two colors of money, income smoothing, and where the short-term rental loophole, oil and gas IDCs, opportunity zones and easements break.
Is the AI Boom Ending? The Signals a Former Wall Street Banker Watches
How to tell when the AI trade turns: hyperscaler returns, chip rental prices, the next supply bottleneck and cheap open models, from my conversation with former JPMorgan banker Daniel Anderson.
IDGT, SLAT, BDIT, GRAT, Dynasty Trust, ILIT: What Each Trust Does and Where It Breaks (2026 Rules)
What an IDGT, SLAT, BDIT, GRAT, dynasty trust and ILIT each do, who pays the income tax, and where each one breaks, with 2026 exemption figures and October 2026 rates.
The 1042 Rollover: The Closest Thing the Tax Code Has to a 1031 Exchange for Your Business
How business owners use Section 1042 to sell to their employees and defer, or eliminate, the capital gains tax on their exit.
Is Renting Better Than Buying for High-Net-Worth Investors?
The actual math on a $2 million house versus $10,000-a-month rent for high-net-worth investors, including monthly costs, appreciation scenarios, and where the breakeven point really sits.