Tax & Estate Intelligence
Proactive tax and estate intelligence for individuals with $1M–$30M in net worth. We monitor IRS releases, legislation, and planning windows so you arrive at your CPA's office already knowing the right questions.
Founding member rate — $97/mo. No ads. No affiliate links. Cancel anytime.
What We Cover
Your CPA is reactive by nature — they answer questions, they file returns. Capital Tax Brief is proactive: we track what's changing and surface the opportunities and risks before your next meeting.
Federal Tax Law
We monitor IRS releases, revenue procedures, and Congressional activity daily. You hear about it the week it matters, not next April.
Estate Planning
Estate law moves slowly — until it doesn't. We track exemption thresholds, dynasty trust developments, and GST changes across all 50 states.
Planning Windows
Roth conversion windows, TLH opportunities, contribution deadlines, and state migration planning — flagged when the window is open, not after it closes.
State Tax
Twelve states plus DC impose their own estate taxes. Several are aggressively competing for wealthy residents. We track the moves worth making.
Sample Briefing
Every issue leads with what changed, who it affects, and the questions worth bringing to your CPA.
Estate Tax — Federal
The One Big Beautiful Bill permanently set the estate and gift tax exemption at $15M per individual ($30M for couples). The TCJA sunset that would have dropped it to ~$7M is gone. No expiration date. If you made large gifts in 2024–2025 specifically to beat the sunset, that strategy may need revisiting.
Ask your estate attorney: "Does the permanent exemption change the timing or structure of any transfers we had planned?"
Annual Gifting
For a married couple with three adult children and six grandchildren, that's $342,000/year that can leave your estate tax-free — no lifetime exemption touched, no forms required.
Ask your CPA: "Are we maximizing annual exclusion gifts before year-end across all eligible recipients?"
State Tax — Action Required
12 states plus DC still impose their own estate taxes — some starting at $1M (Massachusetts, Oregon). The OBBBA only affects federal law. If you're in a high-estate-tax state, your exposure may be unchanged.
Ask your CPA: "What is my state's estate tax threshold, and do I have exposure above it?"
Who Reads This
Capital Tax Brief is relevant to you if your situation involves any of the following:
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