Year-End Tax Planning for Family Offices in Crain Currency

December 23, 2025 | By Jason Wiggam
Year-End Tax Planning for Family Offices in Crain Currency December 22, 2025 Founding Partner Jason Wiggam discussed how family offices are navigating sweeping tax changes as the year comes to a close. He details how newly enacted provisions--including higher estate and gift tax exemptions, expanded qualified small-business stock benefits and updated charitable deduction rules--are reshaping long-term planning for high-net-worth families. Wiggam also cautions against letting tax incentives alone drive major financial decisions and shares perspective on how evolving IRS enforcement priorities could impact wealthy taxpayers moving forward. Read the full article in Crain Currency here.
Jason Wiggam Author Image

Jason Wiggam

Founding Partner

Jason is a founding partner of Wiggam Law in Atlanta, Georgia. His practice focuses on representing individuals, businesses, officers, directors, shareholders, and partners in matters concerning the Internal Revenue Service (IRS), the Georgia Department of Revenue, and other state tax departments. He has successfully represented clients in the IRS’s recent crackdowns on syndicated conservation easements and micro-captive insurance disputes. Jason also has significant experience handling IRS tax settlements, tax compliance, appeals representation, offshore foreign bank reporting compliance, audit representation from responding to IRS audit letters through to IRS audit reconsiderations if necessary, innocent spouse relief, IRS levy and IRS garnishment releases, penalty waivers/abatements, and lien releases/withdrawal.

Author's Bio