Greetings from Omaha, Nebraska!
This March feels like one of those months where everything is happening at once — tariffs, geopolitics, oil prices moving on headlines. Our instinct is always to filter the noise and focus on what actually moves the needle for your family.
This month that means a home-sale tax trap that’s catching people off guard, a real conversation about whether your trust still makes sense after last year’s tax law changes, and why small business 401(k)s are finally having their moment. We hope something in here is useful — and as always, our phones are open if you want to talk through any of it!
Tyler Anderson
 | Don’t Miss Out on Big Tax Breaks When You Sell Your HomeA recent Tax Court case highlights the pitfalls that can cost sellers dearly.
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| Vail Cuts Ski Pass Price for Gen Z SkiersThe ski resort company said the move aims to make the sport more accessible.
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 | One of Wall Street’s biggest stock bulls reveals the level oil prices have to reach to derail his rosy forecastOil prices surged on Monday amid the new Middle East conflict. Mike Wilson of Morgan Stanley sees $100 oil as a potential tipping point for stocks. That would put the year-over-year gain in oil prices in the 75%-100% range.
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 | Your Trust Is Out of Date. How to Fix It.With passage of the One Big Beautiful Bill Act in 2025, trusts that were created years ago to shield wealth from onerous federal estate taxes may be unnecessary.
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| New Zealand Rolls Out the Welcome Mat for Wealthy American Home BuyersChanges to New Zealand’s visa program have led to an influx of American venture capitalists, entrepreneurs and advisers.
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| College Can Break the Bank. More Americans Are Going Far Away.American students are increasingly looking to Europe to go to college.
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| The Biggest New Fans of 401(k)s Are Small BusinessesMillions more small-business employees gained access to 401(k)-style retirement plans in recent years, a result in part of new types of plans like the pooled employer plan, or PEP.
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 | What Elite Tax Pros Wish Their Wealthy Clients KnewFrom risk tolerance to IRS scrutiny, tax professionals say your bad habits can undermine your return.
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