Whitepaper: Recipe for a Roll-Up
Articles, Webinars & Media Appearances
(Golden) Eye of the Bondholder
Watch the Replay Download the Slides Over the last two decades, the James Bond cinematic universe has been...
The Cost of Failing to Plan
Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.
Learning to Give Before You Have to Decide
When selling their company, founders will have to make more consequential financial decisions in the 90 days before closing than in the previous decade. Who receives the proceeds? How much will the family keep? Which trusts to set up? Somewhere along the line, they may have to decide how they want to express their philanthropic values?
The Game Has Changed
Introduction: I’m Sure You Must Have a Lot Of Questions Children of the 1970s and 1980s may remember where they were...
Inflation Vertigo
Introduction: I Thought You Said No More Aches and Pains? “That wasn't part of the plan.” It’s been a little over two...
You Sold the Business. Now What?
In an ideal world, entrepreneurs would begin preparing years in advance, giving themselves time to implement sophisticated tax, estate, and wealth transfer strategies before a transaction ever occurs.
