Tax Planning
March 18, 2026
If you’ve ever sold a rare coin, a vintage comic book, a piece of art, or even gold bullion and thought, “Great, I’ll just pay
Every year, without fail, I get the same phone call around this time. It comes from a business owner. Generally it is someone smart, driven,
There is a moment in many successful businesses when the structure that once made sense no longer does. Revenue grows. Retained earnings build up. Maybe
Every now and then, something comes along in the tax world that makes me stop mid-coffee and say: “Okay, this is actually interesting.” Trump Accounts
The calendar does not lie. While many business owners are still thinking about year-end planning or gearing up for spring growth, the IRS is already
When the OBBB passed and people started saying “no tax on overtime,” my phone lit up. Some were excited. Others were confused. A few were
A few months ago, I was with a friend of the family who had just sold part of his company. He leaned back in his
The day someone tells me they want to retire early is one of my favorite conversations. There is excitement in their voice. They’ve built something.
Running a business means paying for things before anyone ever thanks you for it. Gas in the car. Internet at home. A cell phone that
By the time I finished working with both Mike and Amanda, the contrast between their situations was obvious — but not for the reasons most
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