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The work behind
the numbers.

Four short articles, once a month. Tax, business, and the work of running one — written for the owner-operator, not the tax pro.

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April 29 issue

Vol. 04 · Latest

Estate Planning for Family Business Owners

The handoff is rarely about taxes alone — it's about who's ready, who isn't, and what the structure says when you're not in the room. A few pieces every owner should be thinking about now.

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ABLE Accounts: Right for You?

A tax-advantaged vehicle for disability-related expenses that doesn't disqualify benefits. Often overlooked, frequently misunderstood, and worth a careful read for affected families.

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You Belong Here: Creating a Workplace Culture of Inclusivity

Culture isn't a poster on the wall. Practical moves that make people stay — and the management habits that quietly cost firms their best talent.

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The Costs of Owning a Home

The mortgage is the smallest line on the spreadsheet. A clear-eyed look at what ownership actually costs over a decade — and what to plan for before you buy.

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April 1 issue

Vol. 03

Can You Buy Life Insurance for Your Parents?

The short answer is yes — but the structure matters. What insurable interest looks like, who should own the policy, and the tax angles families miss.

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From Compliance to Audits: What Good Payroll Records Deliver

Payroll records aren't just a back-office detail — they're the difference between a clean audit and a costly one. What to keep, how long, and why it pays off.

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Are Children Still Dependents After They Turn 17?

The rules don't change on a birthday. A clean walkthrough of qualifying child vs. qualifying relative — with the real tests families actually need to apply.

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Securing the Legacy of Your Small Business

A business is worth what someone will pay for it — but only if you've built it to be transferable. The structures that hold up under succession, and the ones that don't.

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March 4 issue

Vol. 02

Is It the IRS or a Scammer?

The IRS doesn't text you. It doesn't call demanding gift cards. A short, practical guide to spotting the real letters from the fakes — and what to do with each.

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How To Secure Payroll Data

Payroll data is one of the highest-value targets in any business. The basics that most small employers still skip — and the ones that quietly prevent the worst outcomes.

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Survivorship Life Insurance: The Two-for-One Deal

One policy on two lives, paying out at the second death. When it makes sense for estate planning — and when a simpler structure does more, for less.

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Employer Retirement Plans: Many Options

SEP, SIMPLE, Solo 401(k), Safe Harbor — the alphabet soup decoded. A direct comparison of what each plan actually does for an owner's bottom line.

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February 4 issue

Vol. 01

How Remote Work Complicates Compliance and Payroll

An employee in another state is a tax footprint in another state. The withholding, nexus, and registration consequences most owners learn about the hard way.

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How Taxes Can Affect Your Home Sale

The §121 exclusion is generous, but only if you qualify. A walk through the rules, the recapture traps, and the basis math that decides what you actually keep.

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Investment Paradoxes Challenge Our Thinking

The market behaves in ways that defy intuition. A few of the paradoxes that quietly shape long-term returns — and how to keep them from working against you.

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Empathetic Leadership in the Workplace

Empathy isn't soft — it's a hiring strategy, a retention tool, and a profitability lever. The behaviors that separate leaders people stay for from the ones they leave.

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The MVA briefing

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once a month.

Estate planning, tax angles, and the operational details owners are most often surprised by. No fluff, no upsell, easy to unsubscribe.

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