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Selling Your CPA Firm: Will the Deal Let You Retire?
Planning CPA firm succession? See how consulting duties, client handoffs, and post-sale income can affect your retirement before you accept
SECURE 2.0 and Small Business Retirement Plans: Traps and Overlooked Details
SECURE 2.0 changes can affect your small business retirement plan. Review Roth catch-ups, automatic enrollment, part-time eligibility, and tax credits
A Retirement Plan Guide for CPA Firm Owners
Your CPA firm has finished a demanding filing season, collections are coming in, and the partners are deciding how much
Have You Done an Estate Plan? A Planning Checkup for $1M+ Earners
A practical estate plan checkup for households earning $1M or more, covering core documents, 2026 exemption amounts, gifting, trusts, and
Budgeting for Families Earning $1M+: Why High Income Still Needs a Plan
There’s an old adage: more money, more problems. When the subject is budgeting and keeping a complex household together, it
Which Florida 529 Plan Is Best: Investment or Prepaid?
How do you plan to pay for your children’s college tuition? To help you answer that question, Florida offers two
Protecting Intellectual Property in Family Enterprises
Protect intellectual property in family businesses by securing trademarks, trade secrets, copyrights, and know-how before a sale or succession.
Estate Planning in 2026: Reduce Taxes While Growing Generational Wealth
Reduce estate, income, and capital gains taxes under the 2026 rules with trusts, gifting, basis planning, QSBS, and charitable strategies.
AI Scams and Your Family’s Wealth: What Households Should Watch For in 2026
AI scams and family wealth are colliding in 2026. Learn how cloned voices, deepfake calls, wire fraud, and practical family
The First 90 Days After Receiving an Inheritance
Received an inheritance? Learn what to review in the first 90 days, including asset inventory, tax deadlines, liquidity, family decisions,
Business Liquidity Events: What to Do After Closing
After a business liquidity event, owners need a plan for sale proceeds, taxes, cash flow, portfolio risk, estate planning, and
Valuation Methods: From EBITDA to Multiples
Learn how EBITDA, SDE, DCF, asset-based valuation, and multiples affect business value—and what a business sale may support in retirement.
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