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News · The monthly briefing

The work behind
the numbers.

Four short articles, once a month. Tax, business, and the work of running one, written for the owner-operator, not the tax pro.

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April 29 issue

Vol. 04 · Latest

Estate Planning for Family Business Owners

The handoff is rarely about taxes alone. It turns on readiness, and on what the structure says when you're not in the room. A few pieces every owner should be thinking about now.

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ABLE Accounts: Right for You?

A tax-advantaged vehicle for disability-related expenses that doesn't disqualify benefits. Often overlooked, frequently misunderstood, and worth a careful read for affected families.

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You Belong Here: Creating a Workplace Culture of Inclusivity

Culture isn't a poster on the wall. Practical moves that make people stay, and the management habits that quietly cost firms their best talent.

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The Costs of Owning a Home

The mortgage is the smallest line on the spreadsheet. A clear-eyed look at what ownership actually costs over a decade, and what to plan for before you buy.

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April 1 issue

Vol. 03

Can You Buy Life Insurance for Your Parents?

The short answer is yes, but the structure matters. What insurable interest looks like, who should own the policy, and the tax angles families miss.

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From Compliance to Audits: What Good Payroll Records Deliver

Payroll records are more than a back-office detail. They're the difference between a clean audit and a costly one. What to keep, how long, and why it pays off.

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Are Children Still Dependents After They Turn 17?

The rules don't change on a birthday. A clean walkthrough of qualifying child vs. qualifying relative, with the real tests families actually need to apply.

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Securing the Legacy of Your Small Business

A business is worth what someone will pay for it, but only if you've built it to be transferable. The structures that hold up under succession, and the ones that don't.

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March 4 issue

Vol. 02

Is It the IRS or a Scammer?

The IRS doesn't text you. It doesn't call demanding gift cards. A short, practical guide to spotting the real letters from the fakes, and what to do with each.

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How To Secure Payroll Data

Payroll data is one of the highest-value targets in any business. The basics that most small employers still skip, and the ones that quietly prevent the worst outcomes.

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Survivorship Life Insurance: The Two-for-One Deal

One policy on two lives, paying out at the second death. When it makes sense for estate planning, and when a simpler structure does more for less.

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Employer Retirement Plans: Many Options

SEP, SIMPLE, Solo 401(k), Safe Harbor: the alphabet soup, decoded. A direct comparison of what each plan actually does for an owner's bottom line.

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February 4 issue

Vol. 01

How Remote Work Complicates Compliance and Payroll

An employee in another state is a tax footprint in another state. The withholding, nexus, and registration consequences most owners learn about the hard way.

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How Taxes Can Affect Your Home Sale

The §121 exclusion is generous, but only if you qualify. A walk through the rules, the recapture traps, and the basis math that decides what you actually keep.

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Investment Paradoxes Challenge Our Thinking

The market behaves in ways that defy intuition. A few of the paradoxes that quietly shape long-term returns, and how to keep them from working against you.

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Empathetic Leadership in the Workplace

Empathy works as a retention tool and a profitability lever. The behaviors that separate leaders people stay for from the ones they leave.

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The MVA briefing

Four short articles,
once a month.

Estate planning, tax angles, and the operational details owners are most often surprised by. No fluff, no upsell, easy to unsubscribe.

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