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By David Desmarais, CPA, PFS, MST, MBA, AEP®
By Loree Dubois, CPA, MBA
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global Tax
High net-worth families who want to transfer future asset appreciation out of their estates, while minimizing their exposure to gift tax, are increasingly turning to a strategy known as “squeeze and freeze.” The general idea is to squeeze as much value as possible from assets and then freeze their value for estate tax purposes.
By David Desmarais, CPA, PFS, MST, MBA, AEP® August 17, 2026
Mission Matters
By Tyler Gay, CPA, MBA
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By Daniel Andrea, CPA, CITP, CISA
The Restaurateur
By Michael Garcia, CPA, MBA
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