While most business owners are aware of standard income and capital gains taxes, there are actually several taxes business owners pay that fly under the radar. But there’s another tax quietly sitting in the background that catches a lot of successful people by surprise. It’s called the Net Investment Income
If you ask most business owners what taxes they pay, the answer is usually the same: And while those are certainly real, they are only part of the picture. In reality, successful business owners face six different taxes that can erode their wealth over time. Some show up every year.
Most business owners believe their business will fund their retirement. Most are wrong. That’s not an insult. It’s math. When discussing exit planning and business valuation, asking owners what their company is worth usually results in one of three answers: Very rarely do I get a number grounded in real
When people think about estate planning, they think about trusts. Irrevocable trusts.Dynasty trusts.SLATs.GRATs. Complex structures with legal language most families don’t fully understand. Very few people think about 529 plans. And that’s a mistake. Because for high-net-worth families, a 529 plan can be far more than a college savings account.
Airbnb is offering a $750 bonus to new hosts in DFW ahead of the 2026 FIFA World Cup. That’s headline-worthy. But the $750 isn’t the story. The story is what a short-term rental during a global event could actually mean for a Southlake homeowner. Why Southlake Is in a Unique
Most people obsess over this year’s tax bill. That’s tactical. High-level tax planning is strategic. The real objective is not minimizing taxes this year. It is minimizing your lifetime effective tax rate. When you zoom out and coordinate contributions, deductions, and conversions across decades, the math becomes powerful. Done properly,
If you’re thinking about selling your business in 2026, the decisions you make before you go to market will matter far more than the deal terms themselves. For most of my career, I’ve helped business owners exit their companies and transition into the next chapter of their lives. More recently,
Scroll YouTube, TikTok, or Instagram long enough and you’ll find hundreds of videos confidently telling you that you don’t need a financial advisor. After 13 years as a financial advisor, working with everyone from recent graduates to retirees worth $50 million, I can tell you something important: Sometimes they’re right.
“Generational wealth” is one of the most overused phrases in personal finance. Someone receives an inheritance from a grandparent, and suddenly it’s labeled generational wealth. But if we are being precise, most inheritances don’t qualify. The data consistently shows that the average inheritance lasts only one to two generations. That
Download the Full Q4 2025 Market Report (PDF) As we close out 2025, it is worth pausing to celebrate another strong year of performance and take a moment to realize how unusual this year truly was. I would encourage you to quickly glance at the annual market return slide-deck below