Advanced strategies, engineered.
What this looks like:
- Income-timing optimization designed to navigate the new Alternative Minimum Tax (AMT) thresholds and itemized-deduction limits.
- Maximizing the enhanced QSBS (Qualified Small Business Stock / Section 1202) exclusion for founders and early investors prior to a liquidity event.
- Sophisticated wealth-transfer strategies leveraging the $15M estate shield to preserve multi-generational capital.
The 2026 Context.
The One Big Beautiful Bill Act (OBBBA) fundamentally altered the planning landscape for 2026. High earners face new AMT and itemized-deduction mechanics that completely change the math around income timing and strategic realization of gains.
Simultaneously, the law provides massive opportunities for proactive planners. The enhanced QSBS exclusion is now more attainable and valuable, and the permanent higher estate shield requires high-net-worth families to urgently revisit their transfer plans before opportunities are lost.
How ETS Coordinates It
Advanced strategies require absolute synchronization. A miscommunication between the attorney structuring a transaction, the advisor managing the assets, and the CPA reporting it can invalidate a massive tax exclusion.
ETS acts as your tax architect. We hold the blueprint, ensuring that your legal counsel, investment professionals, and tax preparers execute a singular, cohesive strategy where no detail is dropped in the handoff.
