Journal
Notes from the practice.
Considered writing on tax strategy, real estate, founders, and the long architecture of wealth.
Real EstateSpring Edition
The 1031 Exchange in a Compressed Market
Why timing, not asset selection, is becoming the dominant variable in like-kind exchanges.
8 min read→
StrategySpring Edition
Cost Segregation: Beyond the Brochure
What firms rarely discuss about depreciation recapture and the long-term math.
12 min read→
FoundersWinter Edition
QSBS — A Quiet Cornerstone of Founder Wealth
How a properly elected C-Corp can yield a tax outcome no other structure can match.
10 min read→
AdvisoryWinter Edition
On Audit Defense: Posture Before Position
What a lifetime of representations has taught us about how the IRS actually engages.
7 min read→
WealthAutumn Edition
Charitable Structures for the Long View
DAFs, CRTs, and private foundations — where each truly fits.
9 min read→
ProfessionalsAutumn Edition
RSUs, ISOs, and the Compound Mistake
The single most expensive error executives make in equity comp planning.
6 min read→
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