Jennifer Sicking Named Five Star Wealth Manager

For established business owners, exit planning does not always start with a firm sale date. It often starts when certain changes make the future more concrete. This video explains the key triggers that can signal it is time to begin tax-focused succession or exit planning, including changes in your timeline, a clearer succession path, outside buyer interest, and the start of a real transaction. The goal is to help business owners recognize when waiting may begin to limit their tax, ownership, and deal-structuring options.

Why does presidential power matter to taxpayers? Explore the veto, executive orders, and the modern bully pulpit, plus key constitutional limits.

For affluent families, tax planning is rarely simple. Investment portfolios, business interests, trust structures, estate positions, and charitable goals all intersect in ways that require careful coordination — and the decisions you make before December 31 can have consequences that extend far beyond a single tax year. Here is what deserves your attention now.

Congress passed the Common Cents Act (H.R. 10167), which ends the production of pennies for general circulation and creates a federal method for rounding cash transactions to the nearest 5 cents.

A guide to choosing a law firm entity structure: PLLC, LLP, professional corporation, and S-Corp compared with the tax tradeoffs and when to reassess.

There is no universal playbook for business owner tax planning — the right moves depend on your entity type, your compensation structure, your capital investments, and a dozen other factors unique to your situation. That is exactly why now is the time to sit down with an advisor who knows your business. December 31 does not wait, but your tax outcome is still yours to influence.

How Treasury and the IRS interpret, administer, and enforce federal tax law, and what Loper Bright means if you disagree with a regulation.

Do you know what your 2026 tax bill looks like right now? If the answer is “not really,” you still have time to change it — but not much. December 31 is the deadline that actually matters, and the decisions you make before it arrives will shape your tax outcome far more than anything you do next April.

Build a stronger AI business case with a five-step framework to define vision, estimate ROI, assess risk, and secure funding before initiatives stall.

Does your AI spend qualify for the R&D tax credit? Learn which costs count, how to classify them, and what documentation strengthens your position.