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No bold market predictions here. Let's talk about why short-term forecasts fail, how markets really behave over time, and what investors should focus on in 2026 to build a plan that works in any market.
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Minimizing Inheritance Tax: A Guide for High-Net-Worth Families
Jun 23, 2026
Endeavor Advisors
State inheritance tax planning determines what high-net-worth families owe based on residency and relationship, not federal exemption status — and how to reduce it.
Investment
Tax Planning
Long Form

You're Sitting on a Fortune in SpaceX Stock. Now What?
Jun 11, 2026
Ajay Vadukul, CFP®, EA
SpaceX's IPO turns years of equity into a real, taxable number. Here's a CFP®'s guide to what early employees should think about before the lockup lifts.
SpaceX
Investment
Tips
Opinion

QSBS Stacking for Founders: How to Multiply Your Tax Exclusion Before a Sale
Jun 2, 2026
Endeavor Advisors
QSBS stacking multiplies the Section 1202 exclusion across multiple taxpayers, helping founders shield far more of a business sale gain from federal tax before closing.
Investment
Tax Planning
Long Form

California Trust Tax Planning for Affluent Families
Jun 1, 2026
Endeavor Advisors
California has no estate tax but taxes income up to 13.3%. See where trusts create real federal estate leverage—and where they leave the state tax in place.
Investment
Tax Planning
CA
Long Form

2026 Tax Strategies for California's High-Net-Worth Families: Minimizing Inheritance Tax
Jun 1, 2026
Endeavor Advisors
California has no inheritance tax, but high-net-worth families still face federal estate tax, Prop 19 reassessment, and basis rules. Here's what changes.
Investment
Tax Planning
Long Form
CA

Charitable Remainder Trust vs. Charitable Lead Trust: CRT and CLT Planning for High-Net-Worth Families in Arizona
Jun 1, 2026
Endeavor Advisors
Arizona families use CRTs and CLTs to defer capital gains, generate income, and transfer wealth—but Arizona's tax rules change which levers matter most.
Investment
Tax Planning
Long Form
AZ

Mid-Year Tax Planning 2026: 9 Strategies for Founders and High-Income Business Owners
Jun 1, 2026
Endeavor Advisors
Mid-year tax planning 2026 strategies for founders and business owners: QSBS stacking, Roth conversions, S-Corp corrections, estate reduction, and capital gains AGI management.
Investment
Tax Planning
Long Form

QSBS for Founders: How to Exclude Up to $15M in Capital Gains
May 29, 2026
Endeavor Advisors
QSBS for founders can exclude up to $15M in capital gains from a stock sale under Section 1202 — see eligibility rules, timing traps, and planning steps.
Investment
Tax Planning
Long Form

Legacy Isn’t Just for the Rich. It’s for the Ready
May 7, 2026
Charles Luong, ChFEBC ℠, EA
What does an immigrant's son learn about legacy after years of chasing the wrong version of it? Charles shares what legacy really means and why it might be closer than you think.
Family
Opinion
Personal

High-Net-Worth Families in Arizona: Strategies to Minimize Inheritance Tax in 2026
May 1, 2026
Endeavor Advisors
Arizona has no estate or inheritance tax — but federal exposure and community property rules still demand planning for HNW families.
Investment
Tax Planning
Long Form
AZ
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Disclosure: The views expressed herein are exclusively those of Endeavor Advisors, LLC (‘EAL’), and are not meant as investment advice and are subject to change. All charts and graphs are presented for informational and analytical purposes only. No chart or graph is intended to be used as a guide to investing. EA portfolios may contain specific securities that have been mentioned herein. EAL makes no claim as to the suitability of these securities. Past performance is not a guarantee of future performance. Information contained herein is derived from sources we believe to be reliable, however, we do not represent that this information is complete or accurate and it should not be relied upon as such. All opinions expressed herein are subject to change without notice. This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this report. You should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. You should note that security values may fluctuate and that each security’s price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Investing in any security involves certain systematic risks including, but not limited to, market risk, interest-rate risk, inflation risk, and event risk. These risks are in addition to any unsystematic risks associated with particular investment styles or strategies.
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