Is “buy, borrow, die” a giant loophole that lets the ultra-wealthy live tax-free, or a catchy slogan designed to raise your taxes? A recent Wall Street Journal piece put the idea back in the headlines, so Brian and George hit the debate stage to see who’s right. But not before making a BIG announcement that might rock the tax world for years to come, plus they lay out the tax policy road ahead: the odds of a lame-duck tax package, what divided government could mean for the next two years, and the fiscal reckoning coming our way.
Show Notes:
- S-CORP Washington Wire: Earn, Save, Invest, Grow, Borrow, Pay Interest, Repay the Loan, Die, Pay the Estate Tax
- Plucking the Golden Goose Substack: “Buy, Borrow, Die”
- Callas Strategy Group
- WSJ: The ‘Buy, Borrow and Die’ Wealth Strategy Has Become a $5 Trillion Market