Insights

Notes from the practice.

Brief, considered writing on tax strategy, asset protection, and the choices that compound over decades.

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Skeletons in Your Financial Closet

October 16, 2026

Skeletons in Your Financial Closet

What to do when old decisions outlive the life they were made for.

More writing

October 15, 2026

Staying in Your Home on a Fixed Income: What a Social Security Raise Can and Cannot Do

Explore practical ways to balance retirement income and rising homeownership costs.

October 5, 2026

Your Business Is Profitable. But Can Someone Else Run It?

Learn how reducing owner dependence can prepare your business for a transition.

October 5, 2026

Qualified Small Business Stock: The Exclusion Most Founders Have Never Heard Of

A look at the Section 1202 exclusion that can let founders and early employees avoid tax entirely on company stock, if it was structured correctly from day one.

September 29, 2026

A Safety Net, Not a Hammock: Helping Adult Children Without Risking Retirement

Many parents financially support their adult children, here’s how to make sure it doesn’t put your retirement at risk.

September 21, 2026

Your 401(k) Reached $500K. Now the Strategy Changes.

At $500K, your 401(k) needs more than an autopilot strategy. Here’s your next step.

September 16, 2026

Your Low Mortgage Rate Is an Asset. Think Twice Before Giving It Up.

Here are four questions that matter more than “what’s the lowest interest rate” before opening a HELOC.

September 10, 2026

You Can’t Rewind a Business: Why Financial Imagination Matters Before Your Exit

Learn how financial imagination helps business owners turn today’s decisions into tomorrow’s possibilities.

September 2, 2026

The Tax Deductions Hiding on Your Depreciation Schedule

Your depreciation schedule may reveal more than you think. In a recent Prestige Perspective conversation with Eric Wallace, CPA, we explore which real estate tax questions are worth asking, how TPRs and partial asset dispositions come into play, and why timing matters.

August 24, 2026

The Best Investment Strategy May Protect Investors From Themselves

Discover how disciplined investing can help keep emotions from driving financial decisions.

August 19, 2026

Why Wealthy People Still Use Mortgages When They Could Pay Cash

Why billionaires borrow for homes, what it reveals about capital allocation, and how this applies to you.

August 19, 2026

You Don’t Need $1 Million to Build a Confident Retirement

Retirement confidence isn’t about reaching $1 million. It’s about making your money work for you.

August 19, 2026

Could the Augusta Rule Be a Tax Strategy You're Overlooking?

The Augusta Rule permits homeowners to rent their primary residence for up to 14 days annually without paying federal income tax on that rental income. By hosting legitimate business meetings in their homes, business owners may be able to deduct the rental expense while receiving the income tax-free, provided the arrangement is properly documented and reflects fair market value.

August 19, 2026

Smart Tax, Smarter Growth: Why Tax Season Isn’t the Same as Tax Planning

Stop treating taxes as a once‑a‑year shock. This episode shows how year‑round, by‑the‑book tax planning can help business owners and high earners keep more of what they earn.

August 19, 2026

The Estate Tax Exemption Just Doubled and Became Permanent. Here Is the Mistake I Expect Most Families to Make.

Married couples can now pass $30 million to the next generation free of federal estate tax. The temptation will be to relax. The families who build lasting wealth will do the opposite.