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Estate Planning
Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting
October 15, 2026
1“Wall Street Calls It “Tax Alpha.” It’s a $1 Trillion Machine for Beating the IRS Instead of the Market.” Yahoo! Finance, Aug. 21, 2026.
2“Direct Indexing Assets Close Year-End 2024 at $864.3 Billion.” Cerulli Associates, April 10, 2025.
3“Direct Indexing Now Mainstream but There Are Still Barriers to Widespread Adoption, FTSE Russell Survey Finds.” InvestmentNews, Sept. 15, 2026.
4“The Tax-Adjusted Performance Metrics: Integrating Tax Planning Into Risk-Adjusted Portfolio Evaluation.” Journal of Management and Financial Sciences, March 30, 2026.
5“Direct Indexing and the Limits of ETF Tax Efficiency.” Harvard Business School, April 2026.
6“Capital Gains SZN Heats Up: What Investors Could Expect.” Advisor Perspectives, Dec. 13, 2025.
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