Everyone feels that taxes are overwhelming and undigestible. It's no accident, the tax code has growth by about 150,000 words per year for the last 50 years. The result? Less trust in the government and a system that *historically* only the wealthiest can take advantage of

tldr OpenAI only has 70 H1B employees

Sallie Krawcheck Logan Ullyott Lorilyn Wilson, CPA, PFS Mani Mahadevan Elizabeth Yin 💛 Thomas Kopelman 💵 Mrs. Dow Jones Cam Marzi Maggie Sellers TheWealthCoach Alex Lieberman Mitchell Baldridge Brennan Schlagbaum, CPA Rachael Camp, CFP® Thefrugalgay🏘 Nick Huber Austin Hankwitz Broke Millennial ®

More than half of the 100 wealthiest Americans use this special type of trust to save hundreds of millions in taxes Steve Jobs, Mark Zuckerberg & Oprah Winfrey have all set these up for their family Here's how it works: (& why it becomes especially significant in 2025):

We're excited to soon launch a new product here in partnership with Valur & Mani Mahadevan It's a new type of supercharged GRAT that uses automation & modern technology to save even more in taxes Follow along and stay tuned for an announcement shortly 👀

Excited to introduce a slightly insane new product that will save families a lot of money on estate taxes The Direct-Indexed GRAT Instead of helping you set up one trust to lower taxes, we will instead create up to five hundred (!!) of them Here's how and why this works:

One of the few things the majority of Americans agree on is on Taxes! And that taxes are: - too complicated - too high - a bad value - need to be changed The sad news is taxes will (likely) - get more complicated - increase - become a worse value due to debt!

The unsaid piece here is every tax increase and new type of tax just incentives more tax structuring and at a certain point reduces tax revenues (known as the Laffer curve). Starting to tax unrealized capital gains taxes means successful business owners are forced to sell their

Want to learn more about the tax benefits of investing in solar + energy projects? We're bringing in Mani Mahadevan to teach a free workshop next Wednesday at 2pm ET streamyard.com/watch/eMEPH7dp… We'll go through this step-by-step, talk about pitfalls, where to find projects & more

New video course live for Carry members: Tax Benefits of Energy Investing I interview Mani Mahadevan to learn: - Tax benefits of oil & gas investing and commercial solar projects - How they can be used by business owners & W-2 employees - Offsetting active income & more

Reducing capital gains taxes by 65% or more! x.com/i/broadcasts/1…

We just raised a $10M Series A for Carry! Carry exists to help business owners grow their net worth by saving money on taxes In less than 2 years, we've grown to 1400+ customers, ~$900K in ARR and $35M+ in assets on our platform And we're just getting started... 🧵

Live webinar starting now: gift and estate tax changes in 2026... and how to prepare. x.com/i/broadcasts/1…

We're hosting a LIVE webinar about Crummey trusts next week. Join us to lean why the Crummey Trust is a powerful estate planning instrument. x.com/i/broadcasts/1…

Tax deductible dates

Comparing Crummey Trust Alternatives for Estate Planning: join our live conversation! x.com/i/broadcasts/1…

Using Deferred Sales Trusts for Capital Gains Tax Deferral. Joins us for a live conversation! x.com/i/broadcasts/1…

Hendrik Bessembinder, a Arizona Professor, analyzed ~29,000 public stocks from 1925 -2023 to understand "Which U.S. Stocks Generated the Highest Long-Term Returns?" Some interesting insights (mostly reaffirming traditional wisdom here): - Stock picking is hard - 51.6% of stocks