Insights
Articles reflecting our low-cost, stay-the-course philosophy, written for people making a decision rather than browsing.
139 insights
Business Owner PlanningOct 26, 2026
The price you agree to sell your business for is only part of the equation. See how assigning that price to equipment, inventory, customer relationships, and goodwill can affect taxes and the amount your family keeps.
Read articleFinancial PlanningOct 16, 2026
Does significant wealth mean you need a dedicated family office? Compare an independent RIA, a single-family office and the multi-family office middle ground. A hypothetical example of two families with $100 million shows how service costs affect what they keep—and why complexity matters more than wealth alone.
Read articleBusiness Owner PlanningSep 29, 2026
Planning CPA firm succession? See how consulting duties, client handoffs, and post-sale income can affect your retirement before you accept an offer.
Read articleRetirementSep 25, 2026
SECURE 2.0 changes can affect your small business retirement plan. Review Roth catch-ups, automatic enrollment, part-time eligibility, and tax credits now.
Read articleBusiness Owner PlanningSep 8, 2026
Your CPA firm has finished a demanding filing season, collections are coming in, and the partners are deciding how much to distribute. Before those dollars leave the practice, have you agreed on how much should go toward your own retirement and the benefits you offer your staff? You understand the deduction. The harder decision is […]
Read articleEstate PlanningSep 4, 2026
A practical estate plan checkup for households earning $1M or more, covering core documents, 2026 exemption amounts, gifting, trusts, and common planning gaps.
Read articleFinancial PlanningSep 4, 2026
There’s an old adage: more money, more problems. When the subject is budgeting and keeping a complex household together, it rings especially true. At $150,000 of household income, a budgeting mistake can be closer to a rounding error. An overpriced insurance policy or a poorly timed purchase stings, then fades. At $1 million or more, […]
Read articleFinancial PlanningSep 4, 2026
How do you plan to pay for your children’s college tuition? To help you answer that question, Florida offers two complementary options under Section 529 of the Internal Revenue Code: the Florida Prepaid 529 Plan and the Florida Investment 529 Plan. A Florida Prepaid 529 Plan works somewhat like a pension. You pay a set […]
Read articleBusiness Owner PlanningSep 2, 2026
Protect intellectual property in family businesses by securing trademarks, trade secrets, copyrights, and know-how before a sale or succession.
Read articleEstate PlanningJul 20, 2026
Reduce estate, income, and capital gains taxes under the 2026 rules with trusts, gifting, basis planning, QSBS, and charitable strategies.
Read articleFinancial PlanningJul 15, 2026
AI scams and family wealth are colliding in 2026. Learn how cloned voices, deepfake calls, wire fraud, and practical family safeguards work.
Read articleEstate PlanningJun 29, 2026
Received an inheritance? Learn what to review in the first 90 days, including asset inventory, tax deadlines, liquidity, family decisions, and planning next steps. 1:38 PM
Read articleAt some point the questions become specific to your situation. That is a conversation, and the first one is free.
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