TAX BLOG

Important considerations for 2025 year-end planning The One Big Beautiful Bill Act has reshaped how charitable deductions, SALT limits, gifting thresholds, and retirement contributions work, making 2025 an important year to rethink your giving and planning strategy. This summary highlights why accelerating charitable gifts, reviewing estate and family gifting plans, and adjusting retirement contributions and Roth strategies before year end may be advantageous. Use these point

This webinar, led by Milan Solarz-Patel of Auric Private Client Advisory LLC and Amy Jetel of Jetel Law, PLLC, introduces professionals to the fundamentals of U.S. taxation of foreign trusts. Milan begins with a light-hearted welcome, administrative notes, and a clear disclaimer that the session is purely educational. He emphasizes that individual tax or legal advice depends on specific facts, encouraging attendees to follow up privately for tailored guidance. After brief int

Auric Private Client Advisory LLC’s Founder and Chief Tax Advisor, Milan Solarz-Patel, attended the South Dakota Trust Association’s 9th Annual Fall Forum and is sharing key decks from the conference for trustees, family offices, and advisors seeking practical updates. Below is the fifth of seven: Estate Planning Before Liquidity Events Practical sequencing for IDGT sales, GRATs, and QSBS after OBBBA, with timing, appraisal, and assignment-of-income risk management, plus char