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
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
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
Starting a business is often sold as a leap of faith. You have an idea, some momentum, and just enough confidence to believe it will
Every January, I have the same conversation with business owners. They sit down across from me, look at last year’s tax bill, and say some
Most business owners don’t wake up excited to think about taxes. I don’t blame them. Even if I consider myself an oddball in this regard
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