Keeping our community on the cutting edge of tax, business and more
We produce weekly content for both the general public as well as more exclusive content for our client community. Our focus is on fresh tax strategies, relevant law changes and business opportunities.
Don't Take Tax Advice From Unlicensed "Experts"
Every day, business owners are exposed to tax tips, loopholes, and "secret strategies" that promise huge savings. But how do you know what's actually legitimate? In this Short, we explain why it's critical to get tax advice from licensed professionals—and why if something sounds too good to be true, it probably is.
Weekly Content
%20(3).png)
How to Reduce Capital Gains Tax on Real Estate (Cut an $80K Tax Bill)
April 17, 2026
A client was expecting an ~$80K tax bill after selling a rental property. What changed? We looked beyond the transaction and found an opportunity within their existing portfolio to reduce it. In this episode, we break down how timing, structure, and the right strategy can significantly impact capital gains. If you’re dealing with real estate or a major taxable event, this is worth watching.
Energy & Passive Income Insights
April 17, 2026
Explore how mineral rights can strengthen your portfolio and generate passive income. Industry veteran Troy W. Eckard shares how investors use energy assets for tax-efficient diversification and consistent cash flow. In this webinar, you’ll learn: • How to evaluate and acquire mineral rights • Key tax advantages and ownership structures • How mineral rights fit into a broader investment strategy • Trends shaping the U.S. energy market
The Startup Accounting Mistake That Kills Businesses | Cash vs Accrual Explained
April 17, 2026
Your bank balance doesn’t tell you the full story about your startup’s finances. Many founders assume that if there’s money in the account, the business is healthy. But cash alone doesn’t reflect future liabilities, upcoming expenses, or the difference between revenue and real profit.
%20(1).png)
Why The IRS Wrote You
April 15, 2026
Interested in Working with us?
Our engagements are relationship based, combining initial strategy, implementation and ongoing support. We work with our clients throughout the year to help them transform their business. Please answer the questions on the following page so we can determine if we are a mutual fit.