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.
Founders Under Pressure QSBS Part III
In this Founders Under Pressure clip, John breaks down one of the biggest misconceptions around Qualified Small Business Stock (QSBS): founders hear about the potential tax-free capital gains exclusion, but many never realize certain industries are excluded entirely.
1031 Exchange Alternatives: How Real Estate Investors Reduce Capital Gains Taxes (US Tax Strategy)
Most investors rely on a 1031 exchange to defer capital gains taxes… but it’s not always the most flexible option. In this clip, we break down why traditional 1031 exchanges can limit your strategy — and how tools like cost segregation can still help reduce tax exposure, even after a property is sold. If you’re a real estate investor or business owner, understanding these alternatives can make a significant difference in your long-term returns.
Weekly Content
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Cost Segregation Explained: How Real Estate Owners Reduce Taxes (US Guide)
April 15, 2026
Cost segregation allows real estate investors to accelerate depreciation and unlock larger upfront tax deductions. Instead of treating a property as a single asset, it breaks it into components with different depreciation timelines—impacting cash flow and long-term tax strategy. This is one of the most overlooked ways to reduce tax liability in real estate.
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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.
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