News and Updates
NEWSLETTER – 2026 Q1
First Quarter 2026 Advisor Desk As we close out the first quarter of 2026, the market has once again demonstrated a lesson it teaches every few years: just when confidence […]
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 […]
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