Industry insights, updates and life stories from a seasoned financial professional.
Thanksgiving is upon us once more―and that itself is reason to be grateful! It never fails us. Whatever is happening...
On September 15, 2025, the IRS issued final regulations for provisions in the Setting Every Community Up for Retirement covering...
One aspect of planning the sale of your business is easy to overlook―the implications for your estate. Another consideration your...
Halloween has been celebrated in one form or another for over 2,000 years―it dates to the ancient Celtic festival of...
When planning to exit your business, it will be important to have a current independent business valuation. Whether you’ve had...
One fact every entrepreneur must face is that one day, we won’t be running the business we’ve built and nourished...
Every year, the smartest entrepreneurs and other high earners visit their fractional CFO or other trusted advisor to plan a...
As a way to defer capital gains taxation on investment real estate, 1031 Exchanges are great. You exchange a business...
We all want happiness – for ourselves, for our loved ones, for those we work with. Almost everything we do...
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