PAST NEWSLETTERS
Facts vs. Feelings: How to Stay Grounded When the Market Feels Unsteady, Buy, Borrow, Die: A Wealth Strategy Hiding in Plain Sight, 1099 vs. W2: What the IRS is Cracking Down On (And Why It Matters to You), The Bucket Strategy: How to Think About Retirement Income Like a Pro, Pay Down the Mortgage or Invest? Rethinking the Tradeoff in 2025
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Understanding Your Tax Return: A Key to Saving Big, Keeping Calm in Chaos: The Power of Behavioral Finance, Protecting Your Greatest Asset: Your Income, The Power of the Pause: Protecting Your Energy to Thrive
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Unlocking Hidden Tax Opportunities in Early Retirement, The Pros & Cons of Giving a "Living Inheritance", Smart Tax Strategies Every Business Owner Should Know, Avoiding Costly IRA Mistakes & Unlocking Tax Benefits for Spouses
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2025 Tax & Wealth Transfer Numbers You Should Know, Maximizing Credit Card Rewards: A Tax-Efficient Strategy for Business Owners & Families, Unlocking Retirement Flexibility: Converting Life Insurance into Tax-Deferred Income, Digital Death: The Estate Planning Step You Can't Afford to Ignore
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All Florida Families Can Access $8,000 Per Child for Education, Are Your Retirement Contributions Costing You Tax Savings?, Secure Your Family Legacy: Why Teaching Your Kids About Money is Key to Wealth Preservation, Safeguard Your Wealth: The Estate Planning Tool Every Family Should Know About
Death: The Estate Planning Step You Can't Afford to Ignore
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IRS Updates: Retirement Contribution Limits for 2025, How Upcoming Tax Changes Could Impact Your Family and Business, 75% of Business Owners Regret Selling Their Business: How to Avoid Being One of Them, Maximizing Philanthropy Through Tax-Smart Giving Strategies, What Taylor is Reading: The Psychology of Money by Morgan Housel
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Successful Fall Invitational: Brain, Body & Business, Interest Rate Cut Days After Trump Elected, Tax Now or Tax Later? Unlock the Secret to Smarter Retirement Savings, Understanding Valuation Multiples: Are You Really Getting What You Think?, Building a Future: Smart College Savings Without Breaking the Bank, The Double-Edged Sword of Ambition: Is 'More' Always Better?
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Congratulations Amanda!, Important Tax Filing Extension for Businesses Affected by 2024 Hurricanes, Smart Estate Planning: Maximize Wealth Transfer with Gifting Business Interests and Living Inheritance, Boost Your Estate Plan: Why Splitting Assets Evenly Isn't Always the Smartest Move, Unlock Growth Why It's About Who You Know, Not How You Do It
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How the Tax Cuts & Jobs Act (TCJA) Expiration Could Impact Your Future Finances, Is Your Business Succession Plan at Risk? How Connelly v. IRS Could Trigger Unexpected Estate Tax Issues, FTC's Non-Compete Ban Struck Down: What This Game-Changing Ruling Means for Employers and Workers, What Taylor Hodges is Reading: The Ownership Dividend by Daniel Peris, Ph.D., CFA, Inflation's Hidden Threat: How Rising Prices Can Erode Your Retirement Savings
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Recent Market Shake-Up: Don't Be Alarmed, Wealth Gap for Small Business Owners Considering Exiting Their Business, Estate Tax Exemption Sunsets in 2026, Small Business Owners Are Sponsoring Their High-School Child Athletes
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Supreme Court Rules in Favor of IRS - Review Your Business's Redemption Plan ASAP, Check Your Beneficiaries: His Ex is Getting His $1M Retirement Account. They Broke Up in 1989., Digital Estate Planning, Business Owner Psychology: Vigorous Workouts Alleviate Depression Better Than Easy Ones
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Are You Emotionally Ready to Retire?, 5 Key Ways a CFO Drives Value Acceleration in Exit Planning, Unlocking the Power of Early Tax Planning in Exit Planning
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Federal Reserve Holds Rates Steady - Make Your Cash Work for You, US Bans Worker Noncompete Agreements as Business Groups Vow to Sue, Small Business Owners Risk around 80% of Family's Net Worth by Neglecting Exit Planning, Maximizing Sale Price: Why Recast Financials Before Selling
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How to Determine Your Business Value, Tax Deductions for Small Business Owners, Tech Glitch Upends Financial Aid for About 1 Million Students, Estate Planning - Hash Out Inheritance Now, or Fight Your Family Later
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Taylor Hodges Completes 2nd Designation for Small Business Exit Planning, President Biden Unveils $7.3 Trillion Budget for 2025 with Major Tax Implications, Key Employee Incentive and Retention Planning, Walking to Destiny - 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth
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House Advances Tax Bill with 100% Bonus Depreciation, Triple Tax Savings & The Hierarchy of Tax-Preferenced Accounts, 2024 Changes to Retirement, 90% of Profitable Small Businesses Don't Sell
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Upstream Basis Planning, New FAFSA Launches with Issues, 10X is Easier Than 2X: How World-Class Entrepreneurs Achieve More by Doing Less, Southern Capital Supports Quail Valley Charities