The Estate Tax Cliff Disappeared.
The Estate Tax Cliff Disappeared. So Why Should Wealthy Families Keep Planning? By Scott Searles | Updated: September 25, 2026 For years, affluent families and their advisors were preparing [...]
5 Tax Decisions Retirees Should Review Before the End of 2026
Don’t Wait Until December: 5 Tax Decisions Retirees Should Review Before the End of 2026 By Scott Searles | September 11th, 2026 December gets most of the attention when [...]
The Best Financial Plans Usually Look Boring
The Best Financial Plans Usually Look Boring by Scott Searles | August 21st, 2026 Exciting stories get attention. A stock doubles. A startup becomes the next big thing. An [...]
You Sold the Business. Now What? Avoiding the “Second Mistake”
You Sold the Business. Now What? Avoiding the “Second Mistake” by Scott Searles | August 14th, 2026 Selling a business can feel like crossing the finish line after years—or [...]
Selling Your Business in an Uncertain Tax Environment
Selling Your Business in an Uncertain Tax Environment: 5 Planning Moves to Consider Before You Sign an LOI By Scott Searles | June 12, 2026 For many business owners, [...]
The 5-Year Window Before Retirement: Where Small Decisions Can Have a Big Impact
The 5-Year Window Before Retirement: Where Small Decisions Can Have a Big Impact By Scott Searles | May 15th, 2026 There’s a common assumption that retirement planning is about [...]
Private Equity Payouts: How to Avoid a Surprise Tax Bill
Private Equity Payouts: How to Avoid a Surprise Tax Bill By Scott Searles A private equity payout often represents years of work coming together. It also tends to introduce [...]
What Your 2025 Tax Return Reveals About Your Retirement Plan
What Your 2025 Tax Return Reveals About Your Retirement Plan Scott Searles | April 3rd, 2026 Many tax returns are filed, signed, and promptly forgotten. Which is unfortunate—because they [...]
The Retirement Tax Trap
The Retirement Tax Trap: Why Income Planning and Tax Planning Should Never Be Separate By Scott Searles | February 27th, 2026 Retirement Isn’t Just About Income — It’s About [...]
Are You Retirement Ready? Take The Quiz!
The kids may be heading back to class, but it’s a perfect time for adults to crack open the books too, especially when it comes to retirement. In this episode, Scott puts listeners to the test with a series of essential retirement planning questions every retiree should know.
