Selecting Your Exit Goals | May 2025
The starting point for any plan is to define its goals. In Step One, owners answer three questions: (1) How much cash do they need to exit in style? (2) … Read More
The House Tax Bill Provisions | June 2025
The President and the press have named it ‘the one big beautiful bill,’ though the legislation that recently passed the U.S. House of Representatives is more formerly known as the … Read More
The Next Tax Bill Is Coming | May 2025
The tax code we have lived under for the past decade was written as the Tax Cuts and Jobs Act of 2017, which created the existing tax brackets, expanded the … Read More
How To Deal With Unexpected Change | April 2025
Unless you’re the owner of a multi-billion- or trillion-dollar corporation, your business is likely subject to the whims of a changing marketplace. External changes in the market can sometimes force … Read More
Three Difficult Principles of Diversification
Back in the days of sail-powered vessels, the fastest freighters on the sea were the clipper ships. Designed to bring back tea from China in the shortest possible time, they … Read More
Scaling Up: Mastering The Rockefeller Habits
Complimentary Online Growth Workshop for Entrepreneurs and Business Leaders. Sponsored by Living Legacy. Unlock Your Business’s Growth Potential! Join us for a complimentary one-hour workshop based on … Read More
Turning Losses to Your Gain | April 2025
It’s hard to find any investor who enjoys a market downturn, but there are a few ways to turn these unhappy events to your advantage. Tax professionals recommend that you … Read More
Where Do You Find Time for Planning? | March 2025
One of the biggest sources of friction in planning for a successful future is time. Successful business owners like you aren’t sitting around, twiddling your thumbs, and wondering what to do with all this … Read More
Retirement Income Stability | March 2025
One of the thorniest, most complicated issues facing retirees is how much they can take out each year from their retirement portfolio—safely, which means without running out of money somewhere … Read More
Treasury says it won’t enforce BOI fines or penalties against U.S. citizens, businesses
U.S. citizens and businesses will not be subject to fines or penalties for failing to file beneficial ownership information (BOI) reports after new reporting deadlines are set, Treasury said Sunday … Read More