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Beach Walkway

NEWSLETTER

MONTHLY FINANCIAL NEWS & INFORMATION PERSONALLY CURATED BY THE SOUTHERN CAPITAL TEAM

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PAST NEWSLETTERS

APRIL 2025

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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MARCH 2025

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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FEBRUARY 2025

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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JANUARY 2025

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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DECEMBER 2024

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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NOVEMBER 2024

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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OCTOBER 2024

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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SEPTEMBER 2024

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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AUGUST 2024

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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JULY 2024

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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JUNE 2024

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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MAY 2024

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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APRIL 2024

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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MARCH 2024

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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FEBRUARY 2024

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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JANUARY 2024

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

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