Resources
Plain-language explanations of the tax questions small business owners and self-employed professionals actually ask — deadlines, notices, entity choices, and multi-state rules. Written by Fahadun Nabi, founder of Blue Sage Tax and Accounting Inc..
How to Minimize Estate Taxes with Smart Planning
The popular advice, “just stay under the federal exemption,” is incomplete. To minimize estate taxes in 2026, first identify whether federal or state tax applies, then coordinate lifetime…
22 Sep 2026Estate Planning Examples: A 2026 Guide for Business Owners
Estate planning examples for affluent families commonly include a funded revocable trust for probate and incapacity planning, bypass and QTIP trusts for married couples, a GRAT for transferring…
19 Sep 2026Estate Tax Lifetime Exemption: A Practical Guide
A New York family office is sitting on a familiar decision. The family's estate is substantial, a large portion of the wealth is tied to real estate or…
4 Sep 2026What Is a Disclaimer Trust and How It Works
A disclaimer trust uses a federal qualified disclaimer under IRC § 2518, made within nine months of the transfer, so property is treated for transfer-tax purposes as if…
25 Aug 2026What Is Credit Shelter Trust
You may already have a will, revocable trust, and neatly organized investment accounts. That doesn't mean your estate plan will preserve both spouses' tax exemptions or protect your…
18 Aug 2026Financial Planning for High Income Earners: 2026 Guide
You're earning more than ever, but your financial life may still feel strangely improvised. A bonus arrives, equity compensation vests, estimated taxes change, your New York City residence…
15 Aug 2026Estate Planning for Wealthy Families: A Strategic Guide
Among households with more than $25 million in net worth, 90% have consulted an estate planner, estate attorney, or family attorney, yet 16% still say they have no…
14 Aug 2026Generation Skipping Tax: A Practical Guide for 2026
Your parents want to help the next generation, the grandchildren already live in Queens, and somebody in the family has started talking about funding a trust now so…
11 Aug 2026Intangible Asset Valuation: A Practical Guide for Owners
You probably have a company that looks healthy on paper, but the number buyers care about is tied up in things you can't touch. A brand, a customer…
27 Jul 2026Revocable Living Trust Benefits: Secure Your Estate 2026
A lot of New York families with real wealth are walking around with a false sense of completion. They signed a will years ago, maybe after the first…
15 Jul 2026Have a question we have not written about?
Ask it on a consultation call. It is free, and it is probably a future article.