Insights
Entity choice, succession, liquidity events, captive insurance, retirement plans, and exit planning for owners. Owners face decisions where the tax answer and the business answer differ. We write about how to weigh both.
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.
A free introductory meeting, no obligation. Financial planning is included as part of the investment management fee, so there is no separate planning charge.
