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…
How to Monetize Illiquid Assets as a CPA Practice Owner
As a CPA practice owner, you’ve devoted years to building your business. But have you…
