Myths and Realities of ESG Investing
Over the past decade, one of the most fascinating and often misunderstood innovations in the...
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Grow Wealth
Grow Wealth
One Way to Think About Equity Hedging
What happens after you sell your company to a publicly traded one and, in the deal, you take stock in the acquirer? You just invested in the acquirer! The details make all the difference. Here...
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What To Do with Excess Cash in a Business
Entrepreneurs have demands on their capital and reserve requirements that most others do not. Thinking about these in concert with personal needs and requirements requires a different approach. In this article, I analyze how to...
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How Tax Planning Differs from Tax Compliance
If you want to be healthy, you must eat your vegetables. It is a tale as old as time. Tax compliance and brussels sprouts are alike in that way. They are necessary, but not very...
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4 Pitfalls Of Mixing Business And Personal Wealth
In the world of entrepreneurship and business ownership, it's easy to blur the lines between your business's financial success and your personal wealth. Many small business owners and entrepreneurs pour their hearts, souls, and resources...
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The Art of Tax-Efficient Singles in Investment: A Steady Approach to Financial Success
In the world of investing, the allure of hitting a home run, and achieving extraordinary returns in a single swing, can be captivating. However, as financial advisors, we understand that the game of investment differs...
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Tax Strategy Insights: Navigating Generational Wealth: Strategies for Closely Held Businesses
In the realm of closely held businesses, the transition of wealth across generations is a pivotal consideration, especially given the impending changes set by the Tax Cuts and Jobs Act (TCJA) at the end of...
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Tax Strategy Insights: Paying Children in Your Business and Charitable Giving Options
Maximizing Tax Strategies for Business Owners As business owners, it is essential to skillfully navigate the intricate terrain of tax planning to optimize financial efficiency and minimize liabilities. Over the past few months, we've received...
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The New Bitcoin ETFs – What You Need to Know
On January 11th, eleven new spot Bitcoin exchange traded funds (ETFs) began publicly trading after receiving authorization by the Securities and Exchange Commission (SEC). Bitcoin and other cryptocurrencies often draw quite a bit of interest...
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