February 13, 2026 / Press
Maggie Wilson Sheds Light on “SALT Stacking” in Bloomberg
Maggie Wilson was recently featured in a Bloomberg article discussing “SALT stacking,” a tax planning strategy that could potentially reduce federal tax liability for certain high-income taxpayers in states that have higher taxes.
The article “Why Even Savvy Taxpayers Have Yet to Embrace ‘SALT Stacking’” examines how SALT stacking works using one or more non-grantor trusts, which are treated as separate taxpayers, to potentially increase the amount of state and local taxes (SALT) deductible on federal returns in the updated SALT deduction limits under the One Big Beautiful Bill (OBBB).
“It’s definitely something that could become an important strategy,” Maggie tells Bloomberg, continuing to share that the strategy could be especially relevant for clients in states like California and New York with heavy tax burdens.