by Max Merritt | Nov 4, 2025 | Asset Protection, Estate Planning, Retirement Planning, Tax Planning
Ready to Start a Comprehensive Estate Plan? Book a free 15-minute call with one of our client advisors and start preparing with confidence. How Cryptocurrency is Taxed and How to Protect and Plan Before You Sell As cryptocurrency continues to mature, investors are...
by Alison Nef | Oct 21, 2025 | Estate Planning, Retirement Planning, Tax Planning
Ready to Start a Comprehensive Estate Plan? Book a free 15-minute call with one of our client advisors and start preparing with confidence. Divorced Parents Need a Trust: Protecting Your Children and Your Legacy Divorce is often more than just a separation of lives—it...
by Kevin Kennedy | Oct 10, 2025 | Estate Planning, Retirement Planning, Tax Planning
Ready to get a Solo 401(k) Started or Need to Find out if This Strategy is Right for You? Book a free 15-minute call with one of our client advisors and start preparing with confidence. The Power of a Solo 401(k): Top 5 Reasons You Should Have One A Solo 401(k) is a...
by Ashley Burr | Jul 8, 2025 | Asset Protection, Business planning, Real Estate, Retirement Planning, Tax Planning, Webinar
Introduction Real estate and cryptocurrency are dynamic investment vehicles that share compelling similarities, offering unique opportunities for wealth creation. As a tax and business attorney, I specialize in guiding clients to maximize tax savings and asset...
by Kevin Kennedy | Feb 10, 2020 | Business planning, Retirement Planning, Securities law
Many of you are familiar with rolling over a former employer 401(k) to an IRA. This is very common. But does it ever make sense to do the opposite, i.e., roll over/ transfer an IRA to a 401(k)? This is sometimes called a ‘reverse rollover’, and the answer is YES. Here...
by Deven Munns | Dec 11, 2019 | Estate Planning, Law, Real Estate, Retirement Planning, Small Business, Tax Planning
Deven L. Munns, Esq. Opportunity Zones (OZ) investments were created under the recent passage of the Tax Cuts and Jobs Act (TCJA) and designed to help states jumpstart communities that historically have struggled economically. In theory, they have a two-prong benefit;...
