Research and field-tested strategy on the questions that actually move the needle for highly profitable business owners — advanced tax, estate, succession, and asset protection.
Most of what gets written about SECURE 2.0 is plan sponsor compliance. New deadlines, Roth catch-up rules, paper statement requirements. Your HR team needs to read that. None of it…
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If your business generates $2 million or more in annual net profit, you already know that federal taxes are your single largest expense. You also know that most of the…
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If you’re clearing seven figures in net profits and working with a competent CPA, it’s reasonable to assume you’re already optimized. Returns are filed. Deadlines are met. Nothing raises concern.…
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If you’re running a business with strong net profits, you’ve probably already heard plenty about “deductions” and “write-offs.” Those can help. But when it comes to real, measurable impact on…
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For inventory-intensive businesses, inventory accounting is often treated as a mechanical back-office decision, something set years ago and rarely revisited. In reality, inventory accounting is a powerful and underutilized tax-planning…
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For high-income oil & gas operators, investors, and leaseholders, tax planning is more than just an annual chore — it’s a strategic tool that can significantly improve cash flow and…
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One Key to Golden Handcuffs: Leveraging Deferred CompensationIn a competitive market where top talent is at a premium, retaining key employees is a crucial aspect of any successful business strategy.…
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In the intricate landscape of international trade, U.S.-based exporters have access to a significant tax incentive known as IC-DISC (Interest-Charge Domestic International Sales Corporation). This article aims to provide a…
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In the sphere of high-value businesses ($20-$100M), selling to key employees is a decision often reached with careful consideration. The choice to engage in such a transfer can be driven…
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When it comes to maximizing retirement contributions for business owners, the role of third-party administrators (TPAs) is crucial. Yet, not all TPAs are created equal. Understanding the distinctions between them…
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For business owners who anticipate significant growth in income or assets, a Hybrid Domestic Asset Protection Trust (DAPT) with a Spousal Lifetime Access Trust (SLAT) provision and non-grantor status can…
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Business partnerships are akin to marriages; they involve shared dreams, responsibilities, and inevitably, some level of disagreement. Ensuring a seamless transition during times of change or uncertainty is paramount, and…
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IntroductionIn a competitive business environment, retaining key talent is more critical than ever. Retention bonuses serve as a powerful "golden handcuff" strategy, designed to keep vital team members on board…
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When contemplating a sale of your business, one of the key decisions you'll need to make is whether to structure the deal as an asset sale or a stock sale.…
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Global expansion offers tremendous opportunities for growth, but it also brings a complex web of tax challenges. Understanding these complexities can lead to strategic decisions that maximize tax efficiency. This…
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An unfunded buy-sell agreement is like a car without fuel; it exists, but it can't take you where you need to go. Here's a detailed look at potential issues:
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Successful business owners with significant wealth understand that estate planning is not a one-size-fits-all affair. Among the many tools and strategies at their disposal, discount valuation emerges as a critical…
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IntroductionDefined benefit plans, promising specific retirement benefits to business owners and employees, require a delicate balance in funding. The penalties for overfunding or underfunding can be substantial, making the management…
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For entrepreneurs and business owners, understanding your company's worth is paramount, whether you're exploring growth opportunities or considering an exit strategy through mergers and acquisitions (M&A).
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For a successful business owner, marriage presents both opportunities and risks. While love and companionship are at the heart of the decision to marry, the financial implications cannot be ignored.…
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For successful business owners, strategic exit planning can make a substantial difference in the financial outcomes of a sale. One of the critical decisions in this process is determining the…
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In a dynamic economic landscape, the construction industry is at the nexus of both challenges and opportunities. For construction company owners who have weathered the fluctuations of recent years, the…
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Entrepreneurship is about creating and growing your wealth, but asset protection is about ensuring that wealth endures. This is a strategic game where successful defense hinges on understanding the battlefield's…
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Entrepreneurs often face the arduous task of handling immediate challenges, inadvertently overlooking the indispensable aspects of succession and exit planning. Every business owner will eventually step away from their enterprise,…
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For business owners, planning the succession of your enterprise and the division of your estate among heirs presents a unique set of challenges and opportunities. This is especially true when…
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Protecting margin, cash flow, and the balance sheet through the build cycle.
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Protecting margin and liquidity through the commodity cycle.
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Boris on building durable strategy when the cycle turns.
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Boris Desancic, named to the Top 100 People in Finance.
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Boris's cover story on crafting legacies and shaping futures.
Read→We'll review what you've built, flag the biggest tax, protection, and succession gaps we see, and give you a straight answer on whether we can help.