Multi-Generational Wealth Strategies: Beyond the Trust Document
The data on multi-generational wealth is grim. Roughly 70% of family wealth is gone by the second generation, and 90%...
Blog Posts
Categories
5 Common Wealth Mistakes Families Don’t See Until It’s Too Late
The pattern I see most in my practice isn't bad strategy. It's good strategy that was set up years ago...
The Family Blueprint: How to Plan 20 Years Ahead Without Losing the Next 12 Months
Most financial plans I see are stacks of statements. Allocations, projections, beneficiary forms. They're useful documents, but they aren't a...
The Quarterly Retreat: How High-Performing Families Run Their Wealth Like a Business
The default cadence for most families is annual. A meeting with the CPA in March or April. Maybe a meeting...
Tax Optimization vs. Tax Risk
Most people use "aggressive tax strategy" as a single phrase, as if every plan that lowers your bill carries the...
Why Tax Season Is the Best Teacher for Young Accountants
Tax season is one of the most intense times of the year inside an accounting firm. Long hours. Tight deadlines....
Why Intentional Networking Beats Casting a Wide Net
Early in my career I went to every networking event I could find. Meetups. Happy hours. Anywhere I could go...
The Art of Deciding What Deserves Your Attention
There's an aura of constant pivoting in the air right now. And deciding what deserves our attention and what doesn't...
Brain Dump Your Ideas to Find the Real Opportunities
When ideas start flying around, it's easy to get overwhelmed. New opportunities, potential initiatives, exciting possibilities. They all seem important...
Why In-Person Relationships Still Win in Business
For a long time, business growth leaned heavily on digital channels. SEO. Online content. Paid ads. Those tools still matter,...
Why My Wife and I Hold a Quarterly Family Meeting
Between running a business, raising two kids, and navigating tax season, it's easy to feel like you're just putting out...
The Enterprise Agent System Is Knocking at Our Door
In several founder groups I'm part of, the same conversation keeps coming up. Tools people thought were three to ten...
Tax Season Is More Than Filing Returns: Here’s What We’re Really Doing Right Now
We're at that point in the year where roughly 20 to 25 percent of 2026 is already behind us. For...
The Tax Season Bottleneck Between CEOs and Bookkeepers
One of the biggest tax season bottlenecks? The gap between the CEO and the bookkeeper. If your bookkeeping firm is...
Why Every Question on Your Tax Organizer Matters
People sometimes feel like the tax organizer is a lot. It's a lot of questions. But every single question is...
Planning Ahead of 2026 Liquidity Events
Going into 2026, we're seeing a lot of liquidity events. Exits, mergers, acquisitions, and private investments are coming together. When...
Building Your Financial Castle: A CPA’s Guide to Protecting What You’ve Built
Here's the harsh reality: 65% of businesses fail within 12 months of a founder's death. If 85% of your net...
How Fresh Talent Resets Team Energy (And When You Know It’s Time)
We're three weeks into 2026, and the energy in our office feels completely different. It's not just the typical New...