Insights
Tax strategy, in plain English.
Frameworks and arguments we use with clients, distilled. New pieces every few weeks; the topics change but the bias is the same: clarity over cleverness.
2025 is filed. 2026 is still a draft.
Your last return is a history book. Your next one is still negotiable — if you run a forward tax projection while there is still time to act.
Read articleThe June 1st projection: why timing beats tactics
Most owner-operators meet their tax bill in April. We meet ours in June of the prior year. Six months changes what's possible.
Read articleWhen to take distributions vs. reinvest: a CFO framework
The owner-operator's hardest recurring decision. A four-question framework that takes the emotion out.
Read articleWhat buyers actually look at in your last three years of books
Not what you think. Three things buyers prioritize, and what to clean up two years before you go to market.
Read article