News and Updates
What Happens to Foreign Accounts When You Move Back to the U.S.
If you worked internationally and came back to the United States with money still sitting in a foreign account, you may be carrying a more complicated tax situation than you […]
What Private Equity Looks for Before They Make You an Offer
Selling a business is not something you prepare for in the final months before going to market. The work that actually determines your valuation happens two to three years before […]
PE Exit Prep, Offshore Account Reporting, and Protecting Collector Vehicles with Hagerty’s Trent Abbott
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin by walking through what a business owner should be doing in the lead up to […]
The Entrepreneur’s Retirement Problem: What to Do When Your Business Is Your Only Asset
If you have spent the last two decades building a business, you have probably made the same calculation over and over: the highest return on your money is reinvesting back […]
Selling Rental Properties Without a Massive Tax Bill: What You Need to Know About Delaware Statutory Trusts
Many of our clients reach a point in life where they are ready to simplify. The properties that once felt like smart investments start to feel like obligations. If you […]
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