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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

This Obscure Tax Law Helped Trigger the Biggest Tech Layoffs in Years
Taxes, Business Owner Planning, Tax Policy & Legislation

This Obscure Tax Law Helped Trigger the Biggest Tech Layoffs in Years

For decades, the U.S. tax code rewarded innovation. If you hired engineers, built internal software, or invested in product development, you could write those costs off immediately. Section 174 of...

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Tech Employee Responding to When a Line of Code Collides with a Line in the Tax Code
Taxes, Business Owner Planning, Tax Policy & Legislation

This Obscure Tax Law Helped Trigger the Biggest Tech Layoffs in Years

For decades, the U.S. tax code rewarded innovation. If you hired engineers, built internal...

Text-based thumbnail showing What Wealthy Business Owners Do Differently in bold white letters on navy background
Taxes, Financial Planning, Retirement, Business Owner Planning, Video

The Cash Balance Plan Strategy: What Wealthy Business Owners Do Differently

If you’re a high-income business owner and think you’re “maxing out” your retirement...

Augusta Rule Section 280A(g) infographic showing tax-free rental income for 14 days
Taxes, Business Owner Planning

How the IRS Augusta Rule Can Benefit High-Income and Wealthy Households

Also known as Section 280A(g), the “Augusta Rule” is a powerful and often overlooked tax strategy...

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Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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