Media & Market Insights
The 2026 financial landscape is defined by evolving tax laws and market volatility. We provide the fiduciary perspective needed to navigate these changes with clarity.
Executive Briefing
Understanding the 2026 Tax Law Landscape
The One Big Beautiful Bill Act, signed July 4, 2025, made key provisions of the Tax Cuts and Jobs Act permanent. For high-net-worth families in Florida, this provides meaningful long-term clarity on estate tax thresholds and income-tax bracket structures. The federal estate and gift tax exemption is permanently set at $15,000,000 per individual ($30,000,000 per married couple) for 2026, with inflation indexing resuming in 2027. Individual income-tax rates have also been made permanent, with no scheduled increases.
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Treasure Coast Local Update
Jan 20, 2026
Establishing Domicile: A Guide for Palm Beach Gardens Transplants
Navigating the “6 months and a day” rule to ensure your Florida residency is audit-proof.
Institutional Strategy
Jan 15, 2026
Why SMAs are replacing Mutual Funds for HNW Portfolios
How direct ownership provides the “Tax Alpha” that traditional funds lack.
FRS Alert
Jan 10, 2026
DROP Exit Strategy: Maximizing your Payout in 2026
Crucial tax-mitigation steps for Martin County and Palm Beach County employees.
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