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The Business Exit Wave: Who’s Selling, Who’s Buying, and What Businesses Get Sold
I spend a lot of time thinking about business ownership in America because it is one of the clearest ways
Do Roth Conversions In 2026 Still Make Sense?
Roth conversions in 2026 look different. With tax rates now permanent, the focus shifts to timing, bracket room, and long-term
Selling Your Business Checklist: What Needs to Be Ready Before You Go to Market
In our last piece, we looked at the business exit wave and the number of owners expected to come to
Pre-Sale Review for Ranch Owners
Prepare for a ranch sale with smart tax planning. Learn how asset allocation, basis, and deal structure impact your after-tax
Case Study: Selling Your Ranch
Selling a ranch? Learn how taxes, asset allocation, and strategies like 1031 exchanges and installment sales shape your after-tax proceeds.
Exit Planning Timeline: When to Start and Who to Talk To
Business exit planning timeline: when to start, who to involve, and how to prepare years in advance to maximize valuation,
2026 401(k) Plan Updates for Business Owners
2026 401(k) updates raise contribution limits, add Roth catch-up rules, and expand planning options for business owners, high earners, and
SEP vs SIMPLE IRAs in 2026: New Contribution Rules & Strategies for Business Owners
SEP vs SIMPLE IRAs in 2026 explained for business owners, with updated contribution limits, SECURE 2.0 changes, and planning tradeoffs
2026 IRA Contribution Rules: Traditional & Roth IRAs Unpacked
2026 IRA rules are clearer than ever. Learn new contribution limits, income phase-outs, Roth rules, and backdoor strategies for smarter
What 2026 Brings for Retirement Planning
Tax rules shift in 2026: higher contribution limits, senior deductions, and Roth catch-up changes create a planning window worth using
How ISOs Trigger Alternative Minimum Tax in 2026
Exercising incentive stock options in 2026 can quietly trigger AMT without a stock sale, so understanding ISO taxation may help
When Should You Use a Self-Directed Brokerage Window?
Explore how a self-directed brokerage window can expand your 401(k) investment options and when the extra flexibility may be worth
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