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When it comes to planning for retirement, much of the focus is on having enough money for housing, health care, and day-to-day expenses. But what about passions?

In Episode 3 of Navigating Estate Administration, host Eric Dostal provides a countdown of the first 30 days and shares essential steps to help viewers avoid any unnecessary delays in their projects.

In this episode of Collecting with Confidence, Oliver Pursche is joined by Heather Flanagan and Elizabeth Summers to explore the intersection of art collecting, family dynamics, and estate planning.

Your choice of business structure will have far-reaching effects on your tax planning and your ability to engage in certain wealth transfer techniques. This high-level overview of two common types of corporate entities, C corporations and S corporations, may be helpful as you evaluate how best to structure your next venture or as a quick refresher on the “rules of the road” for an existing corporation. As always, it is critical to consult with your legal and tax advisors before implementing or

Before LLCs, S-corps, and Delaware holding companies, there was the general partnership (GP). It’s the oldest form of business organization, two or more people agreeing to work together, share profits, and (critically) share liabilities. No filing needed, no state charter, just a handshake and the beginnings of a business. GPs trace their DNA all the way back to English common law. Under English common law (which heavily influenced U.S. legal systems), a partnership was created by conduct, not

Designed for those with a foundational understanding of investing, this session explores more advanced topics including asset allocation strategies, investment selection, and the role of behavioral finance in decision-making.

All owners leave their business at some point, whether it’s through selling, transferring to the next generation, or other life transitions. Owners also have a choice – plan and prepare for the inevitable transfer to maintain control and enhance outcomes, or neglect to plan and hope for the best. The stakes are high; selling a business is often the most significant financial transaction of a lifetime. Strategies to maximize the value of the business, reduce income taxes on the sale, avoid unfav

In this episode of Business Owner Bootcamp, co-host Michael Delgass and Advisor Kevin Brady, Senior Vice President at Wealthspire Advisors, dive into the powerful tax planning tool known as Qualified Small Business Stock (QSBS).