TAX BLOG

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

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 fourth of seven: Federal Tax Update Summary of 2025 law changes affecting brackets, deductions, SALT caps, charitable rules, and minor accounts, plus recent decisions on transfer-tax, FBAR penaltie

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 third of seven: Premium Finance, Indexed UL, and PPLI Market snapshot and governance guidance highlighting modeling pitfalls, litigation and regulatory risk, trustee duties, and risk controls such