News and Updates
The IRS Number That Decides Whether Your Family Loan Is a Gift
There is a number the IRS publishes every month that settles most of the debate about lending money to your kids. It is called the applicable federal rate, or AFR, […]
Selling Your Business Beyond the Earnout, Family Loans and the IRS, Counterfeit Wine
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with a listener considering selling his business who heard our earnout question a few weeks […]
When Your Income Swings From $380,000 to $2.1 Million
Two point one million dollars one year. Five hundred twenty thousand the year before that. Three hundred eighty thousand the year before that. That is one plaintiff’s attorney in his […]
If You Could Write One Rule Into Your Kids’ Trust, What Would It Be?
Sit with that question for a minute, because most parents have an answer ready. It is usually some version of make sure they still want to work. A listener building […]
Cash Balance Plans for High-Earning Physicians, Building a System for Lumpy Income, and Trust Provisions for Adult Kids
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with an anesthesiologist doing locums through an S-corp who already maxes a solo 401(k) and […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.