Blog
Helping clients gain insight into current events and strategies related to wealth management, business ownership, and capital gains tax deferral strategies.
Warren Buffett's Parting Wisdom: Patience
Warren Buffett’s quotes have provided clarity during confusion over the years.But his final act speaks louder than any expression. He did nothing.As CEO, Buffett had nearly $400 billion in cash to spend in 2025. But he found no...
Read MoreIntroducing our new CE Course for CPAs
Continuing Education Course Advanced Tax Planning Strategies for CPAs The Restricted Property Trust (RPT) is a specialized planning strategy designed to help high-income business owners and professionals accumulate tax-advantaged...
Read MoreCongress is fighting over this tax deduction. Here’s how it affects Californians
By Levi Sumagaysay, CalMatters This story was originally published by CalMatters. Sign up for their newsletters. A provision in the Republicans’ tax and spending bill will help determine a limit on what high-income Californians can...
Read MoreAN ADVANCED STRATEGY FOR BUSINESS OWNERS AND KEY EXECUTIVES
For successful business owners with annual earned income exceeding $700,000, reducing income taxes while building long-term wealth is a constant challenge. Most traditional retirement strategies—such as 401(k)s, profit-sharing plans,...
Read MoreTop Hat Plan vs Taxable Investment
What good is a strategy if it doesn’t make economic sense? In this post, we’re going to review the economic benefits of the Business Owner Benefit Plan versus a taxable investment. For those who are unfamiliar with the Business Owner...
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