News and Updates
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 […]
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. […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.