News and Updates
Social Security Timing, Home Sale Capital Gains, and Educational Travel with Road Scholar
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today, we start with a listener question about social security, specifically whether it ever makes sense for high earners […]
When IDGTs Make Sense for Growing Businesses
When business owners start thinking seriously about estate planning, one challenge comes up again and again. How do you move future growth to the next generation without giving up control […]
Qualified Opportunity Zones: Tax Benefits vs. Investment Risk
Qualified Opportunity Zone funds tend to get a lot of attention after a large liquidity event. The pitch is straightforward. Defer capital gains taxes now, and potentially eliminate taxes on […]
Qualified Opportunity Zones, IDGTs, and Modern Estate Management
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we start with a listener question about what to do after realizing a significant capital gain and how […]
NEWSLETTER – 2025 Q4
Fourth Quarter 2025 Advisor Desk There’s a pressure this time of year to make the fourth quarter newsletter feel especially meaningful. And in many ways, the end of the year […]
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