News and Updates
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 […]
Delaware Statutory Trusts, Illiquid Business Wealth, and Designing Legacy Homes
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin by discussing whether a Delaware statutory trust can be a practical way for real estate […]
Inheriting a Traditional IRA: How to Manage the 10-Year Tax Rule
Inherited an IRA? Here’s What the 10-Year Rule Really Means for Your Taxes Inheriting a large traditional IRA can feel like a windfall and a burden at the same time. […]
Why Your Employer Is Paying You in Stock Instead of Cash
If your employer has announced a shift toward stock-based compensation, you might be wondering what’s actually driving that decision. Is it better for the company? What does it mean for […]
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