The Maturation of Wealth: Transitioning Your Portfolio for the Distribution Phase
Why Houston energy executives outgrow brokerage platforms near retirement: fewer fee layers, active cash management, and tax-aware retirement income.
Insights
Insights
Plain-language articles on planning, investing, and taxes from a fee-only fiduciary firm. Every post trades marketing for specifics.
How Founders Can Protect Wealth Before a Liquidity Event: A Hypothetical $5.8M GRAT Transfer
How a GRAT can move pre-IPO or pre-sale equity growth to heirs free of gift tax, with a hypothetical $5.8M founder example and the risks to weigh.
Is Cost Segregation Still Worth It Now That 100% Bonus Depreciation Is Back?
The 2025 tax law made 100% bonus depreciation permanent for property acquired after Jan. 19, 2025. What it means for cost segregation and recapture.
The $15 Million Exit Mistake: How Section 1202 QSBS Eliminates Capital Gains Tax on a Business Sale
Selling a C-corp? See if your shares qualify for the Section 1202 $15M gain exclusion, the new 3–5 year tiers, and what to do years before an exit.
Building Business Resilience: How to Turn Uninsured Risks Into Tax Savings with Captive Insurance
Discover how mid-sized businesses use Section 831(b) Captive Insurance to deduct uninsured risks, save on taxes, and build a resilient safety net.
Case Study: The Anesthesiology Group That Saved $1.2 Million
See how a 4-partner medical practice saved $1.2M in taxes and shielded $815K from the IRS in Year 1 using a high-impact Cash Balance Plan strategy.
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