• About Us
    • About The Nautilus Group®
    • Our Professional Staff
    • Our Advantage
  • Educational Resources
    • Newsletter Articles
    • Nautilus Blog
    • Video Library
    • Guideposts
  • Locate Nautilus Member
  • Skip to content
  • Skip to footer
The Nautilus Group®

The Nautilus Group®

  • About Us
    • About The Nautilus Group®
    • Our Professional Staff
    • Our Advantage
  • Educational Resources
    • Newsletter Articles
    • Nautilus Blog
    • Video Library
    • Guideposts
  • Locate Nautilus Member
  • Agenda
  • Guestbook
  • Survey

Nautilus Blog

Select a Category
  • View All
  • About The Nautilus Group®
  • Animated Explainer Videos
  • Asset Protection
  • Business Planning
  • Charitable Planning
  • Estate Planning
  • Life Insurance
  • Real Life Stories
  • Retirement Planning
  • Special Needs Planning
  • Tax Planning Strategies

Posted on 02/07/2025

Business owners may be eligible for tax-free gains on the sale of qualifying small business stock under IRC §1202

A potentially overlooked tax provision, Internal Revenue Code Section 1202, may allow certain taxpayers who sell stock in a “qualifying small business” to exclude from Read More

Posted on 04/18/2024

How can IRA owners support their favorite charity and still receive lifetime income?

For many years, donors aged 70½ and above have been able to make tax-favored charitable gifts directly from their individual retirement accounts to private foundations Read More

Posted on 04/04/2024

Income Tax Buckets

There are three types of income buckets – taxable, tax-deferred, and tax-free. What’s in your bucket? Read More

Posted on 04/04/2024

Planning for art collections: Rules and tax considerations

Art appraisal is an inexact science yet the preservation of your art collection’s legacy relies on a strategic plan. Developing an estate plan that addresses Read More

Posted on 04/04/2024

Gift tax reporting for transfers to trusts

Incorporating an irrevocable trust into your estate plan can entail a lengthy and challenging process, from crafting a strategic blueprint aligned with your unique financial Read More

Posted on 12/29/2023

Split-dollar life insurance arrangements: Basics, advantages, and disadvantages

Split-dollar arrangements are commonly used in business contexts but also can be advantageous in other situations, for example between an asset owner and a trust Read More

Posted on 11/13/2023

Is it time to review your estate and succession plans?

Estate planning has taken some major turns due to recent tax law shifts.  If you thought it’s all about tax exemptions, think again.  Even with Read More

Posted on 04/07/2023

How can tax loss harvesting reduce the pain of stock market losses?

While the stock market increased significantly in 2024, not every year will be so positive, and during the inevitable market down turns, investors can experience Read More

Posted on 11/16/2022

Understanding the distinctions between personal goodwill and enterprise goodwill empowers business owners

Chris Anderson of Adams Capital describes the differences between personal goodwill and enterprise goodwill in this article and discusses how these distinctions can have a Read More

Posted on 06/02/2022

Six things you may not know about state estate taxes

Did you know that depending on where you live, you may be subject to state-level estate or inheritance tax? Seventeen states and the District of Read More

Posted on 02/23/2022

The basics of “tax-wise” estate planning for married couples

How can married, high net worth couples incorporate “tax-wise” strategies into their estate planning documents?  Read this article from The Nautilus Group to learn about Read More

Posted on 05/12/2021

Estate tax timeline – is history repeating itself?

The Tax Cuts and Jobs Act was one of the most significant tax legislation acts signed into law since the Tax Reform Act of 1986. Read More

Posted on 03/28/2019

How Can Business Owners Tax Diversify Their Retirement Income?

How can business owners build wealth for their own retirement while trying to reduce their income taxes? Watch this video. Read More

Footer

Information

The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2028

Privacy Policy

© 2025 The Nautilus Group®

Find an Advisor