Q2 Newsletter: Markets, Legislation, and Lessons in Agility News and Updates From Scholar Financial Advising Second Quarter 2025 Advisor Desk The second quarter of 2025 reminded us that markets can […]
Thinking about launching a solo consulting business? We kick off this episode with a listener question about whether to choose a sole proprietorship or LLC—and how that decision affects taxes, […]
“We own stock in a private tech company that might IPO next year. What should we be thinking about now for taxes?” This is a good situation to be in—and […]
“We’re considering setting up an irrevocable trust now that the estate tax exemption is supposed to sunset in 2026. If we do it this year, do we lock in the […]
This week on the Scholar Advising Podcast, we’re tackling three client questions about managing wealth for the next generation and preparing for future tax changes. First, we look at how […]
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