Skip to the main content.
972.421.1099 Get Started
972.421.1099 Get Started

CLEAN Blog

Add subtitle here.

Sign Up Today

2 min read

Tax-Efficient Diversification for Executives with Low-Basis Stock

Meet Alex, a high-level executive who's accumulated a significant amount of low-basis stock in his company. Alex is keen to diversify this concentration in a tax-smart way. Let's delve into various strategies that can be employed, highlighting their...

Read More
Crummey Powers

2 min read

Power up your trust with Crummey powers

The unified gift and estate tax exemption is set at an inflation-adjusted $12.06 million for 2022, up from $11.7 million for 2021. This means that...

Read More