News and Updates

October 28, 2025

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 […]

October 22, 2025

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 […]

October 21, 2025

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 […]

October 16, 2025

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 […]

October 8, 2025

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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