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The New Rules of Wealth Preservation
The HNW Tax Briefing Every High Earner Should Read Before Year-End
1
A Results-Driven Tax Strategy
The One Big Beautiful Bill Act made the most favourable tax environment in almost a decade permanent — a 37% top rate, a $15M estate threshold, and a 20% business income deduction. This briefing breaks down what each provision means for high-net-worth individuals, and where the real opportunities sit.
2
The CPA Conversations You Should Be Having
None of the new advantages apply automatically. Capturing them requires proactive structuring — before year-end, not at filing. Inside, you'll find the four questions to put to your CPA this week, and what their answers reveal about whether you're being advised proactively or reactively.
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