Social Security for CPAs: Why the 2025 Rule Changes Rewrite Old Strategies
In 1983, Congress rewired Social Security to survive another generation. Among other shifts, that law…
Maximizing Tax Efficiency with CPA Retirement Plans
It’s December, and you realize you’ll owe a hefty sum to the IRS. Instead of…
When to Use Private Placement Life Insurance
High income and successful business growth come with a catch: greater exposure to taxes, market…
Private Foundations vs. Donor-Advised Funds: Which Structure Fits Your CPA Legacy?
Over decades of building your CPA practice, you’ve focused on balance sheets and bottom lines.…
What Insurance Policies Should Go In Trusts?
Over your career as a CPA practice owner, you’ve likely built up a variety of…
Does the One Big Beautiful Bill Affect Your CPA Retirement?
Imagine looking up from a busy tax season and discovering that Congress just passed a…
When Should CPAs Claim Social Security? Part 2
In Part One, we established the foundational framework for Social Security claiming decisions: understanding how…
When Should CPAs Claim Social Security? Part 1
One of the most pivotal questions you’ll face when planning your retirement will likely be:…
The Mega Backdoor Roth for CPA Practice Owners
Imagine it’s the late 1970s: on November 6, 1978, Congress quietly adds Section 401(k) to…
Protecting Intellectual Property in Family CPA Practices
Imagine it’s 1837 in Massachusetts. A chocolatier sells his family’s secret recipe to a buyer,…
Managing Executive Compensation Packages for CPA Practices
Imagine planning for retirement in ancient Rome: Augustus Caesar offered veteran soldiers a hefty lump…
Captive Insurance for CPA Practices
Imagine it’s the 1950s in Ohio: A steel company owns several coal mines that feed…
