The 4 Phases of Business: How to Thrive from Startup to Exit
Every business has a life cycle. Whether you’re just launching your first side hustle or preparing to step away from a thriving company, your business falls into one of four essential phases: startup, optimization, scaling, and exit. Each phase comes with unique challenges—and incredible opportunities. Understanding where you are, and what you should be doing […]
The CPA-Lawyer Advantage: Smarter Planning for Small Businesses
If you’re a small business owner, you’ve probably bounced between your CPA and your attorney more times than you’d like to admit. One tells you to ask the other. The other tells you, “That’s a tax issue, not legal.” And somehow you’re left in the middle—still unsure what to do. It’s confusing, frustrating, and usually […]
10 Tax and Legal Mistakes to Avoid in 2025
Starting a business, managing rentals, or just trying to get your financial house in order? You’re not alone—and if you’ve been Googling questions like “LLC vs. S Corp” or “Should I put my car in a trust?”—this guide is for you. Tax law and legal planning don’t have to be overwhelming. In fact, when you […]
How to Simplify Your Estate Plan with a Trust
Will you leave a legacy or a disaster? In this guide, we’ll break down the two most essential estate planning tools you need: a will and a revocable living trust. We’ll also talk about what each one does, how they work together, what it should cost, and the biggest mistake most people make with their […]
Tax & Legal 360: The In-Person Experience You Can’t Miss
Everything changes when you’re in the room. One hallway conversation can lead to a six-figure referral partnership. One live session can unlock a tax strategy that saves your client thousands. One dinner with growth-minded professionals can recharge your confidence and reshape your future. This kind of experience doesn’t happen on Zoom. It happens in person, […]
6 Types of LLCs Every Entrepreneur Needs to Know
You’ve probably heard that forming an LLC is a smart move for protecting your business and assets. But did you know there are six main types of LLCs—and two bonus variations—that each serve very different purposes? In this guide, we’ll break down exactly what those types are, who should use them, and how choosing the […]
Avoiding problems with the IRS and the “Dirty Dozen”
All of us want to save taxes, but at the same time stay out of trouble with the IRS. In fact, I would hope we would even have a higher standard of being honest and ethical in the manner in which we all report our income, deductions and file our tax returns. We live in […]
Why You Need Your Own Family Office (And How to Set It Up)
When most people hear the term “family office,” they imagine billionaires with private jets, private investment advisors, and fancy offices. But guess what? You already have a family office — it might just be the third bedroom down the hall with a hide-a-bed in it. And that’s more than enough to start building serious tax […]
Bookkeeping for Beginners: Organize Your Business Finances
Starting your own business feels incredible—until reality hits: you’re also now the bookkeeper. If you’re wondering, “How do I even start my bookkeeping?”, you’re not alone. We’ve been there. So have thousands of business owners we’ve coached—some who got it right early, and some who learned the hard way. Good news? You don’t have to figure it […]
