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…
From CPA Practice to Retirement: How Business Restructuring Impacts Your Retirement Plan
Running a CPA firm is a numbers game—but the most important ledger might be your…
Strategic Use of Leverage in CPA Portfolios
Imagine moving a massive ship singlehandedly. Sounds far-fetched, but ancient accounts say the Greek mathematician…
Blended Families and CPA Practices: Navigating Estate Planning
Imagine spending thirty years building a thriving CPA practice, carefully nurturing client relationships, and gradually…
