News and Updates
How Valuation Discounts Reduce Taxable Gift Value — and When They’re Legitimate
When you gift assets to children, the value of the gift is what matters. Cash is simple. Fifteen thousand dollars is fifteen thousand dollars. Interests in a business or real […]
Gifting to Children: How to Start Without Rushing the Process
A sudden rise in net worth — from a business sale, market gain, or windfall — can create urgency around tax and estate planning. When that happens, it’s natural to […]
Starbucks, Walgreens, and the Case for Diversification: Triple Net Lease Strategy
Real estate can be a powerful complement to a traditional portfolio, especially when structured for predictable cash flow and lower maintenance. For many investors, that means exploring triple net lease […]
When a Roth Conversion Makes (and Doesn’t Make) Sense
Deciding whether to convert a traditional 401(k) to a Roth can feel like a guessing game — one that depends on how your income, tax rates, and retirement timeline evolve […]
When Family and Finance Collide: Managing Concentration Risk
It’s not uncommon for family and finance to intertwine—especially when a relative’s business takes off. I recently spoke with someone whose situation illustrates the challenge well: roughly 40% of their […]
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