PAST NEWSLETTERS
Welcome to the Southern Capital Team, Theo Perry, How We Are Using Artificial Intelligence to Build More Valuable Businesses, Why 42% of Heirs Blow Their Future Inheritance Within a Year
Navigating the Rotation: What Q1 2026 Means for Your Portfolio, The Trades Are Minting Millionaires and Private Equity Is Writing the Checks, Business Owners Can Save Millions in Estate Taxes Before It Is Too Late, 401(k) Plan Is Probably Costing You More Than You Think
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The Overlooked Inflation Hedge: Why Small Caps Are Quietly Winning 2026, Attract, Retain, and Reward: What Every Business Owner Needs to Know About Equity Compensation, Is Rental Property a Necessary Part of a Diversified Portfolio?, The Hidden Complications of Leaving Real Estate to Your Children
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Beyond the Headlines: Turning Market Anxiety into Opportunity, Maximizing Your Exit: The Life Changing Benefits of Section 1202, The Hidden Cost of Your Own Capital and the Power of Strategic Leverage, The Ultimate Social Experiment: Why the New Dutch Wealth Tax Should Terrify Us
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2026 Farther Investment Outlook: Turning Volatility into Opportunity, Succession vs. Exit Planning: Are You Solving the Right Problem?, The "1552" Strategy: How to Preserve Your Home Sale Exclusion and Defer the Rest
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2026 Tax Brackets Released, What Is a Cost Segregation Study and How Does It Work?, Checking The Foundations of a Roaring Bull Market, Research Study Review: Small-Business Owners Value Professional Advice
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Bonus Depreciation & Section 179 After the OBBBA: What Business Owners Need to Know, Section 1202: A Million-Dollar Tax Break Most Business Owners Don't Know About, Private Assets and Crypto in 401(k)s, Why Advice Isn't Just About Returns - It's About Peace of Mind and Time
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What the One Big Beautiful Bill Act Means for You, Where We See Opportunity: Small, Mid and Value Stocks in the Age of AI, Tax Math: How to Make $100K a Year and Pay $0 in Federal Income Tax, The (Uncertain) Payoff of Alternative Investments: What You Should Know
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One Big Beautiful Bill: What It Means for Business Owners and High Earners, Midyear 2025 Market Outlook: Navigating Economic Opportunities and Challenges, Are Tariffs a Threat to the Economy? Or a Strategic Reset?, Is the Fed Behind the Curve?, What About International Stocks and a Strong Dollar?, Is AI Still Worth Betting On, Is the Market Overvalued?, Final Thoughts: Leadership, Planning and Staying the Course
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What the Wealthy Actually Teach Their Kids, Florida Approves Series LLCs - A Major Opportunity for Business Owners and Real Estate Investors, Direct Indexing vs. ETFs - What's the Right Fit for You?, Not All Revenue Is Equal - And Buyers Know It
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Critical Update: Tax Cuts & Jobs Act Sunset, Backdoor Roth Conversions: Your Secret Weapon for Tax-Free Wealth, Estate Planning: How to Protect Your Family by Avoiding Probate, Your Money Market Fund Might Be Costing You Thousands, Welcome to the World, Clara Marie Hodges!
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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