Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

The $10 Million “Golden Ticket”: A Deep Dive into Section 1202

For most business owners, the “exit” is the finish line. It is the moment when decades of hard work, risk, and stress finally convert into ...

The $10 Million “Golden Ticket”: A Deep Dive into Section 1202

For most business owners, the “exit” is the finish line. It is the moment when decades of hard work, risk, and stress finally convert into ...

Defined Benefit & Cash Balance Plans: Beyond the 401(k) Limits

For successful business owners and partners, year-end tax planning often hits a frustrating ceiling. You maximize your 401(k), perhaps add a profit-sharing component, and yet ...

Defined Benefit & Cash Balance Plans: Beyond the 401(k) Limits

For successful business owners and partners, year-end tax planning often hits a frustrating ceiling. You maximize your 401(k), perhaps add a profit-sharing component, and yet ...

Phantom Stock vs. Equity: How to Retain Key Employees Without Giving Up Ownership

As a business owner, you know the sleepless nights aren’t always about cash flow or clients. Often, they are about people. Specifically, the two or ...

Phantom Stock vs. Equity: How to Retain Key Employees Without Giving Up Ownership

As a business owner, you know the sleepless nights aren’t always about cash flow or clients. Often, they are about people. Specifically, the two or ...

Business Owner’s Year-End Tax Playbook: Entity Structure and Deduction Strategies

Every business owner feels it—that fourth quarter pressure to “get things squared away” before December 31. But year-end isn’t just about balancing the books. It’s ...

Business Owner’s Year-End Tax Playbook: Entity Structure and Deduction Strategies

Every business owner feels it—that fourth quarter pressure to “get things squared away” before December 31. But year-end isn’t just about balancing the books. It’s ...

The Gig Economy Retirement Challenge: Building Security Without Traditional Benefits

Being your own boss sounds like a dream, doesn’t it? No dress code, no time clock, no middle managers approving vacation days. Whether you’re freelancing ...

The Gig Economy Retirement Challenge: Building Security Without Traditional Benefits

Being your own boss sounds like a dream, doesn’t it? No dress code, no time clock, no middle managers approving vacation days. Whether you’re freelancing ...

What Business Owners Get Wrong About Cyber Risk and What It Could Cost Them

Let’s get something out of the way: cybersecurity isn’t just an IT problem. It’s a business risk. A financial one. A reputational one. And for ...

What Business Owners Get Wrong About Cyber Risk and What It Could Cost Them

Let’s get something out of the way: cybersecurity isn’t just an IT problem. It’s a business risk. A financial one. A reputational one. And for ...

Understanding Cash Balance Plans: A High-Capacity Retirement Tool for Business Owners

Retirement planning strategies have evolved over the years, particularly for high-income professionals and business owners looking to contribute beyond the limits of traditional plans like ...

Understanding Cash Balance Plans: A High-Capacity Retirement Tool for Business Owners

Retirement planning strategies have evolved over the years, particularly for high-income professionals and business owners looking to contribute beyond the limits of traditional plans like ...

721 Exchanges: Potential Tax Saving Strategy For Appreciated Real Estate Owners

Real estate investing is often a balancing act—managing properties, generating income, and strategizing for long-term wealth while minimizing taxes. If you’ve been looking for a ...

721 Exchanges: Potential Tax Saving Strategy For Appreciated Real Estate Owners

Real estate investing is often a balancing act—managing properties, generating income, and strategizing for long-term wealth while minimizing taxes. If you’ve been looking for a ...

Understanding the Beneficial Ownership Reporting Delay

In December 2024, a significant legal development temporarily halted the enforcement of the Corporate Transparency Act (CTA), a law designed to increase financial transparency by ...

Understanding the Beneficial Ownership Reporting Delay

In December 2024, a significant legal development temporarily halted the enforcement of the Corporate Transparency Act (CTA), a law designed to increase financial transparency by ...

Real Estate Investing: What Is a 1031 Exchange into a DST?

If you own real estate as an investment property, at some point you may have considered selling your asset and replacing it with another property, ...

Real Estate Investing: What Is a 1031 Exchange into a DST?

If you own real estate as an investment property, at some point you may have considered selling your asset and replacing it with another property, ...