Recent Articles and Media

Recent Blog Articles

Blog
Unlocking Massive First-Year Deductions: IDC Acceleration for Oil & Gas Owners
Unlocking Massive First-Year Deductions: IDC Acceleration for Oil & Gas Owners
One Key to Golden Handcuffs: Leveraging Deferred Compensation
One Key to Golden Handcuffs: Leveraging Deferred Compensation
What You Need to Know About the 2026 Estate Tax Exemption Reduction
What You Need to Know About the 2026 Estate Tax Exemption Reduction
Key Trends Shaping the Construction Industry in 2025
Key Trends Shaping the Construction Industry in 2025
Exporting from the U.S.? How IC-DISC Can Transform Your Tax Strategy
Exporting from the U.S.? How IC-DISC Can Transform Your Tax Strategy
Selling to Key Employees: An In-Depth Guide for Owners of High-Value Businesses
Selling to Key Employees: An In-Depth Guide for Owners of High-Value Businesses
Choosing the Right TPA for Your Retirement Plan
Choosing the Right TPA for Your Retirement Plan
Why Buy-Sell Agreements Are Critical For Partnerships
Why Buy-Sell Agreements Are Critical For Partnerships
Advanced Estate Planning for Business Owners: Hybrid DAPT with SLAT
Advanced Estate Planning for Business Owners: Hybrid DAPT with SLAT
A Deeper Dive into Ownership Structures in Buy-Sell Agreements
A Deeper Dive into Ownership Structures in Buy-Sell Agreements
Retention Bonuses: A Golden Handcuff Strategy for Short-Term Talent Retention
Retention Bonuses: A Golden Handcuff Strategy for Short-Term Talent Retention
Exit Planning: Asset Sale vs Stock Sale
Exit Planning: Asset Sale vs Stock Sale
Strategic Tax Efficiency for Global Business Operations
Strategic Tax Efficiency for Global Business Operations
Why Your Buy-Sell Agreement Might Fail Without Proper Funding
Why Your Buy-Sell Agreement Might Fail Without Proper Funding
Discount Valuation: A Key Strategy for Successful Business Owners in Estate Planning
Discount Valuation: A Key Strategy for Successful Business Owners in Estate Planning
Boris Desancic Podcast Interview
Boris Desancic Podcast Interview
Beware of These Pitfalls When Managing Investments Within Defined Benefit Plans
Beware of These Pitfalls When Managing Investments Within Defined Benefit Plans
Selling Your Business? M&A Valuation Considerations for Business Owners
Selling Your Business? M&A Valuation Considerations for Business Owners
Safeguarding Business Wealth In Marriage
Safeguarding Business Wealth In Marriage
Benefits of Selling Your Business as a C-Corp
Benefits of Selling Your Business as a C-Corp
Comparing Cash Balance and Defined Benefit Plans for Business Owner Wealth Building
Comparing Cash Balance and Defined Benefit Plans for Business Owner Wealth Building
Construction Economic Outlook: Key Trends for the Next 12 Months.
Construction Economic Outlook: Key Trends for the Next 12 Months.
Asset Protection Strategies for the Successful Business Owner
Asset Protection Strategies for the Successful Business Owner
7 Step Approach To Exit Planning
7 Step Approach To Exit Planning
Succession Planning: Strategies for Equalizing Estate Among Heirs
Succession Planning: Strategies for Equalizing Estate Among Heirs
Beyond the Buy-Sell Agreement
Beyond the Buy-Sell Agreement
Optimizing the Qualified Business Income (QBI) Deduction as an S-Corporation Owner
Optimizing the Qualified Business Income (QBI) Deduction as an S-Corporation Owner
Strategic Estate Planning for Business Owners: Navigating the 2026 Estate Tax Exemption Reduction
Strategic Estate Planning for Business Owners: Navigating the 2026 Estate Tax Exemption Reduction
Harnessing Tax Advantages with Defined Benefit Plans: A Guide for Business Owners
Harnessing Tax Advantages with Defined Benefit Plans: A Guide for Business Owners
Anticipate to Mitigate: Dodging Pitfalls in Exit Planning
Anticipate to Mitigate: Dodging Pitfalls in Exit Planning

Recent Investment Updates