by Brianna Giamarusti | Feb 10, 2026 | Blog
When we talk about gifting as part of a tax strategy, a lot of people assume it’s something only the ultra-wealthy need to worry about if they’re trying to avoid estate taxes. But gifting is actually one of the simplest and most powerful financial planning...
by Brianna Giamarusti | Nov 11, 2025 | Blog
Most business owners and investors are familiar with the concept of tax basis – the figure used to determine how much loss they can deduct and how distributions are treated. But basis is only part of the story. Even when a taxpayer has sufficient basis, the IRS...
by Brianna Giamarusti | Sep 9, 2025 | Blog
You may think you don’t own a particular business interest, but the IRS might disagree. Under what’s known as the constructive ownership rules, the tax code can attribute ownership to you based on family relationships or the way entities are...
