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Are you looking for clarity, conviction and unfiltered advice about your wealth?

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Entrepreneurs and business owners often approach risk differently than most, especially when it comes to their comfort with uncertainty. As one founder put it, “The risks are endless…they never go away when you’re an entrepreneur.” This is the reality business owners face daily as they strive for growth and earnings. Managing risk becomes even more complex when balancing a business with personal financial health.

Did you panic in 2021 when Congress was discussing lowering the federal estate tax exemption amount? Did you ask yourself, “Should I be doing something?” Congress ultimately nixed any changes to estate tax laws as part of the Build Back Better (BBB) negotiations. Great, no one needs to rush into any decisions. BUT the federal estate tax exemption is still going to be cut in half in 2026, which begs the question again: Should you be doing something?

Sep 18, 2024 Tax Strategies

Individual donors contributed $319.04 billion to charities in 2023. Almost all donors (97%) cite impact as their main reason for giving, while 56% of donors see tax deductions as a motivating factor to give. Ideally, you can do both! Thinking beyond “checkbook giving” to leverage more strategic forms of charitable giving will benefit both you and your nonprofit(s) of choice.

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