News and Updates
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 […]
Working Asset Tax Rules, Equipment Depreciation, and Employee Benefits Planning
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. In today’s episode, we’re answering three listener questions that all came from the same business owner, a regular listener […]
How to Think About RSUs and ISOs Before an IPO
When you work in tech and accumulate a mix of equity, it’s easy to start mentally spending money that doesn’t exist yet. IPO headlines, valuation chatter, and comparisons to other […]
IRA Contributions vs. Roth Conversions: Timing Rules Explained
One of the most common points of confusion I see around Roth planning has nothing to do with tax brackets or strategy. It comes down to timing. Specifically, people mix […]
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