Money, Taxes, and Loopholes: Breaking Down Government Spending, Estate Taxes, and Carried Interest

In this episode of Ask Avidian, Jake Borbidge, and Robert Palmer dive into key financial and economic topics that directly impact high-net-worth individuals. They explore potential policy changes that could eliminate caps on wealth transfer and how ultra-high-net-worth families might benefit. They also examine the carried interest loophole and whether upcoming reforms could change that. Finally, they discuss government efficiency and its potential impact on interest rates and economic growth, even touching on Elon Musk’s recent comments about spending cuts and borrowing costs. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

Chapters

• 4:12 Estate Taxes and Farmland Transfers
• 13:54 The Carried Interest Loophole – Private Equity and Tax Advantages
• 25:03 Government Efficiency and Economic Stimulation