Jun 3, 2026
Understanding Earnouts And Protecting Your Interests After The Sale
Learn how earnouts affect business sale proceeds, retirement income, tax planning, estate decisions, and wealth protection after selling your company.
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Jun 2, 2026
Trump Accounts Explained: A New Child Savings Account For Family Wealth Planning
Trump Accounts may help children start investing early while teaching compounding, contributions, taxes, and long-term family wealth planning.
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May 15, 2026
Retention Risk: Keeping Key Employees Through the Transition
Key employees can affect valuation, deal terms, taxes, and retirement income. Learn how retention planning helps support a smoother business transition.
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Apr 28, 2026
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 families build lasting, generational wealth, on top of being the backbone of the American economy. But as a financial advisor, what particularly intrigues me is how they change hands. Are they sold, are they inherited, […]
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Apr 27, 2026
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 tax control.
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Apr 21, 2026
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 market over the next decade. This article focuses on what happens before that process begins. Preparing a business for sale is not a single decision or a last-minute effort. It is a series of deliberate […]
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Apr 8, 2026
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 proceeds.
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Apr 8, 2026
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.
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Mar 5, 2026
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, reduce taxes, and protect your wealth.
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Feb 3, 2026
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 solo operators.
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Feb 3, 2026
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 to know.
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Feb 3, 2026
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 retirement planning.
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