Michael Delgass

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Michael Delgass

I am an Advisor, helping my clients with complex financial, tax, investment, and other wealth manage

03/10/2026

Private credit has grown quickly, and with that growth has come louder headlines. This piece, Private Credit Under the Microscope: What Matters (and What Doesn’t), takes a step back and focuses on what actually drives outcomes. The key question isn’t whether defaults exist, but where they’re happening and how deals are structured when things get harder.

Private Credit Under the Microscope | Wealthspire

03/09/2026

Buying a car is a lifestyle decision, but it’s also a financial one that can have ripple effects for years.

Navigating the Car Buying Process: A Guide to New vs. Used and Funding the Purchase walks through how to think about depreciation, liquidity, and payment structure in a way that’s easy to apply to real life.

A helpful resource for anyone weighing a new purchase or a change in how they fund it.

Navigating the Car Buying Process: A Guide to New vs. Used

01/15/2026

Markets move, policies change, and emotions can easily take over if we let them. This article from our Investing 201 series brings those ideas together in a practical way, highlighting why understanding context is just as important as understanding returns. For anyone focused on building lasting wealth, it is a timely read on why patience and diversification continue to matter.

Investing 201 Recap – Part 2: How Markets, Policy, and Psych

01/14/2026

Selling a business is often described as the finish line. In reality, it is the start of a very different chapter.
This article explores what happens after the transaction closes, when the urgency fades and new questions begin to surface around purpose, structure, and what comes next. It speaks to the emotional and practical realities many owners face once the proceeds land and the pace changes.
Thoughtful post-sale planning can make all the difference in turning a successful exit into a fulfilling next phase. If this resonates with you or someone you know, it is well worth the read.

After the Deal Closes: A Framework for Purposeful Post-Sale

01/13/2026

For non-U.S. investors, U.S. markets offer opportunity along with real tax complexity. This piece breaks down the Portfolio Interest Exception and explains how certain U.S. bonds can generate interest free from U.S. income tax when structured correctly. A helpful read for anyone investing across borders.

Navigating U.S. Taxation: A Guide to the “Portfolio Interest

01/12/2026

For many high earners, AMT has been quiet for nearly a decade. That is set to change in 2026.

This article breaks down why the AMT phaseout now matters more than the exemption itself, and how income timing, equity compensation, and capital gains can trigger unexpected outcomes. Worth a read if your income may approach seven figures in the coming years.

Beginning in 2026, changes are coming to Alternative Minimum Tax (AMT). Here's what you should know.

12/05/2025

Navigating U.S. tax rules as a non-resident investor can be both advantageous and unexpectedly challenging. This article breaks down the income and estate tax landscape and highlights why thoughtful planning is essential. If you work with clients abroad or are investing cross-border yourself, this is a valuable primer on where the opportunities and risks truly sit.

Navigating U.S. Investment: A Tax Guide for Non-Resident Ali

12/03/2025

Partners at major law firms often find themselves navigating first generation wealth for the very first time. While investment strategy usually gets the spotlight, thoughtful estate planning can have just as much impact on long term outcomes for families.

This article offers a clear breakdown of the trust structures that can help protect assets, reduce taxes, and ensure a smooth transfer of wealth. It is a helpful starting point for any law firm partner looking to build a durable and intentional plan for the next generation.

A worthwhile read for anyone evaluating their estate strategy.

New law firm partners have new financial obligations & opportunities. Estate planning is essential to wealth planning and protecting assets.

11/28/2025

It’s not uncommon for long-time employees and executives to find that one stock has become the cornerstone of their wealth. While that success is something to celebrate, it can also bring new risks and difficult choices.

Tax-Efficient Diversification: Unlocking the Power of Long/Short Loss Harvesting for Concentrated Stock Positions walks through how this approach can help investors diversify gradually and tax-efficiently, without feeling forced to sell all at once.

Tax-Efficient Diversification: Unlocking the Power of Long/S

11/26/2025

Big income years can bring big questions. If you’re thinking about giving back and wondering how that fits into your financial picture, this piece might help. It walks through what a grantor CLAT is and how it can create opportunities for both charitable impact and future planning. If you’re curious about strategies that align with your values, this is worth a read.

Should I Set Up a Grantor CLAT? | Wealthspire

11/25/2025

The AI arms race is reshaping markets at an unprecedented pace.

Capital expenditures in AI infrastructure are soaring into the trillions, raising critical questions for investors: Is this disciplined innovation or speculative excess?

Our latest piece explores the sustainability of the AI capex cycle, the risks of circular funding, and what it all means for long-term value creation.

Where Do We Go From Here? The AI Arms Race and Market Implic

11/21/2025

Markets change, but good investing principles don’t. A resilient portfolio is one that adapts over time and keeps your plan on course.

In Investing 201 Recap – Part 1: Building a Resilient Portfolio, we explore how factors like diversification, life stage, and rebalancing work together to create stability and confidence through all phases of your financial journey.

Investing 201 Recap – Part 1: Building a Resilient Portfolio

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https://www.wealthspire.com/our-team/michael-delgass-j-d/

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What do you aspire to?

I am an Advisor at Wealthspire Advisors, helping my clients with complex financial, tax, investment, and other wealth management problems. Before becoming a wealth manager, I worked extensively as an attorney in the areas of estate planning, personal income tax, and family business planning. Given this background, much of my work is for other attorneys, as well as clients with family businesses, special education/special needs issues, and complex estate planning structures.