Michael Delgass

Buying a car is a lifestyle decision, but it’s also a financial one that can have ripple effects for years.

Navigating the Car Buying Process: A Guide to New vs. Used and Funding the Purchase walks through how to think about depreciation, liquidity, and payment structure in a way that’s easy to apply to real life.

A helpful resource for anyone weighing a new purchase or a change in how they fund it.

Navigating the Car Buying Process: A Guide to New vs. Used Navigating the Car Buying Process: A Guide to New vs. Used

Selling a business is often described as the finish line. In reality, it is the start of a very different chapter.
This article explores what happens after the transaction closes, when the urgency fades and new questions begin to surface around purpose, structure, and what comes next. It speaks to the emotional and practical realities many owners face once the proceeds land and the pace changes.
Thoughtful post-sale planning can make all the difference in turning a successful exit into a fulfilling next phase. If this resonates with you or someone you know, it is well worth the read.

After the Deal Closes: A Framework for Purposeful Post-Sale After the Deal Closes: A Framework for Purposeful Post-Sale

For non-U.S. investors, U.S. markets offer opportunity along with real tax complexity. This piece breaks down the Portfolio Interest Exception and explains how certain U.S. bonds can generate interest free from U.S. income tax when structured correctly. A helpful read for anyone investing across borders.

Navigating U.S. Taxation: A Guide to the “Portfolio Interest Navigating U.S. Taxation: A Guide to the “Portfolio Interest

Partners at major law firms often find themselves navigating first generation wealth for the very first time. While investment strategy usually gets the spotlight, thoughtful estate planning can have just as much impact on long term outcomes for families.

This article offers a clear breakdown of the trust structures that can help protect assets, reduce taxes, and ensure a smooth transfer of wealth. It is a helpful starting point for any law firm partner looking to build a durable and intentional plan for the next generation.

A worthwhile read for anyone evaluating their estate strategy.

Trust & Estate Planning Considerations for Law Firm Partners New law firm partners have new financial obligations & opportunities. Estate planning is essential to wealth planning and protecting assets.