BLOG

How Wealthy Families Turn Charity Into a Multi-Generational Wealth Engine
Your accountant calls it "charitable giving." The wealthy call it "tax-advantaged wealth transfer with hiring benefits...

What Happens When Uncle Sam Says “Go Ahead, YOLO Your 401(k)”
When the Government Opens the Gate... I woke up this morning to news that made me pause my coffee and read twice....

Farm the IRS: How the Big Beautiful Tax Bill Turned Equipment Into a Tax Eraser
The IRS doesn't care if you've never touched a tractor. They care if you own one. Most entrepreneurs think equipment...

How Zuckerberg Passed Down Billions Without Paying Taxes
While you're maxing out your 401(k) and hoping your estate planning attorney knows what they're doing, Mark Zuckerberg...

How the New QSBS Rules Let You Sell for Millions and Pay NOTHING
Most business owners think selling their company means writing a massive check to the IRS. The updated tax code just...

Turn Your Business Into a Tax-Advantaged Real Estate Empire
Most business owners think real estate and business income live in separate tax worlds. They're wrong—and it's costing...

Why the 401(k) Was Never Meant to Make You Rich
The 401(k) wasn't built for you. It was built to replace pensions—cheaply. I'll never forget the conversation I had...