Insights
Plain-language articles on planning, investing, and taxes from a fee-only fiduciary firm. Every post trades marketing for specifics.
The 2025 tax law made 100% bonus depreciation permanent for property acquired after January 19, 2025. What that means for cost segregation, and why the recapture math still decides whether a study pays.
How Section 1202 QSBS can exclude up to $15 million of gain on a C-corporation sale, what the 2025 tax law changed (tiered 3-, 4-, and 5-year exclusions, $75 million asset cap), and why the clock must start years before an exit.
Discover how mid-sized businesses use Section 831(b) Captive Insurance to deduct uninsured risks, save on taxes, and build a resilient safety net.
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.
A Houston SaaS founder nearly lost a $10 million QSBS exclusion by pivoting into data hosting two years before his exit. How the active-business test works, what the 2025 tax law changed, and what saved $2.4 million.
Much of investing has historically been driven by what people do not want to invest in.
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