
Markets & Fed · Market Brief
Line-by-line 2026 Pennsylvania Inheritance Tax (Form REV-1500) guide: 4.5% lineal vs. 12% sibling rates, 90-day 5% early payment discount, and $3,500 family exemption.
Market Brief·5 min read

Markets & Fed · Market Brief
How engineering-based Cost Segregation studies reclassify 25% to 35% of an East Coast investment property’s purchase price into 5-, 7-, and 15-year MACRS assets eligible for IRC § 168(k) first-year Bonus Depreciation—and how high-earning W-2 executives in NYC, Boston, NJ, and DC use the Short-Term Rental (≤7-day stay) Loophole to shelter six figures of ordinary wage income.
Market Brief·3 min read

Markets & Fed · Market Brief
Calculate your exact 2026 Required Minimum Distribution (RMD) under SECURE Act 2.0 (Age 73 start age, rising to Age 75 for 1960+ birth years), audit the final IRS regulations on Non-Spouse Inherited IRA 10-Year annual distributions, shelter up to $108,000 via Qualified Charitable Distributions (QCDs), and compare state pension exclusions across all 16 East Coast jurisdictions.
Market Brief·2 min read

Markets & Fed · Market Brief
Should you convert your Traditional IRA or 401(k) to a Roth IRA in 2026—or wait until you relocate down the East Coast? Our 2026 statutory analysis models federal bracket-filling strategies (22% vs. 24% vs. 32%), the 5-year Roth conversion ladder, 2026 Medicare Part B & D IRMAA surcharge cliffs ($106,000 Single / $212,000 Married), and state tax arbitrage between NY/NJ/MA and FL/PA/NH.
Market Brief·2 min read