Blog
Harnessing AI in Real Estate: The Future of Smart Investing
The real estate industry is evolving rapidly, and artificial intelligence (AI) is at the forefront of this transformation. From predictive analytics to automated property management, AI is reshaping h... ...more
Artificial Intelligence
February 21, 2025•3 min read
Accelerating the Momentum of Your Money
The Power of AI in Financial Strategy During the engaging conversation on Sharon Lechter's YouTube channel, R. Kenner French highlighted how AI is transforming the traditional landscape of tax planni... ...more
Entrepreneurship ,Artificial Intelligence
February 10, 2025•2 min read
Artificial Intelligence: The Game Changer for Crypto Investors and Beyond
As the world of finance continues to evolve, artificial intelligence (AI) has emerged as a pivotal tool for investors looking to optimize their returns. The advent of cryptocurrencies has amplified th... ...more
Artificial Intelligence
July 17, 2024•3 min read
Corporate Transparency Act Reporting Requirements Back in Effect
Following a significant legal decision on February 18, 2025, the reporting requirements under the Corporate Transparency Act (CTA) have been reinstated. The U.S. District Court for the Eastern Distric... ...more
Entrepreneurship
February 20, 2025•2 min read
Creative Financing: Smart Strategies to Fuel Business Growth Without Traditional Loans
The Power of Creative Financing: Unlocking Growth for Entrepreneurs In the world of entrepreneurship, access to capital can be the deciding factor between stagnation and exponential growth. Tradition... ...more
Entrepreneurship
February 19, 2025•2 min read
7 reasons why you should invest in real estate
When the pandemic struck, it made us realize how suddenly everything can change, including the rapid decline of the economy and the potential loss of all our money. ...more
Entrepreneurship ,Money/Retirement
September 17, 2024•2 min read
Can You Become Your Own Insurer? Exploring the Possibilities of 831(b) Captives
In the ever-evolving landscape of risk management, 831(b) captives have emerged as a captivating strategy for businesses seeking to optimize their financial standing. But what exactly are they, and ho... ...more
Entrepreneurship ,Estate Planning &Money/Retirement
August 11, 2024•3 min read
Trusts aren’t only for the rich anymore!
Trusts are important financial instruments in estate planning. Unlike a will, with a trust, you can legally arrange your estate in a way that saves your family a substantial amount of money on taxes, ... ...more
Estate Planning
July 17, 2024•4 min read
Choosing the Right Captive 831(b) Manager in Today’s Market
The ever-evolving risk landscape demands proactive business protection. Captive insurance programs, or 831(b) plans, continue to offer a unique solution for mitigating emerging risks and achieving tax... ...more
Estate Planning
July 17, 2024•2 min read
Defined Benefit Plans: A Powerful Tool for Retirement Security
Defined Benefit (DB) plans offer a valuable option for businesses looking to provide a strong retirement plan for their employees. They can be a powerful tool in promoting financial security after ret... ...more
Qualified Plans
August 09, 2024•2 min read
Need Money to Start A Side Gig?: Your 401(k) can come to the rescue!
Yep, why not? In today’s world it is tougher and tougher to find money to start businesses. One way you could do so in 2024 is to use your retirement assets. Yes, you can fund a business with your IR... ...more
Qualified Plans
July 18, 2024•3 min read
Secure Your Golden Years: Exploring Defined Benefit Plans for Solopreneurs
Building a successful solo business is exciting, but don’t let planning for retirement fall by the wayside. Defined benefit plans, traditionally associated with large corporations, can be a powerful t... ...more
Qualified Plans
July 18, 2024•2 min read
Can You Become Your Own Insurer? Exploring the Possibilities of 831(b) Captives
In the ever-evolving landscape of risk management, 831(b) captives have emerged as a captivating strategy for businesses seeking to optimize their financial standing. But what exactly are they, and ho... ...more
Entrepreneurship ,Money/Retirement
October 07, 2024•3 min read
Can You Become a 401(k) Millionaire? Here’s How!
Many people are achieving millionaire status through their 401(k) retirement plans, thanks to features like automatic enrollment and increased contribution rates. This trend highlights the importance ... ...more
Money/Retirement
July 18, 2024•1 min read
Feeling Unprotected by Traditional Insurance? Take Control with an 831(b) Plan
In today's ever-changing business landscape, traditional insurance might not always cut it. Gaps in coverage, high premiums, and limited options can leave your company exposed. But what if there was a... ...more
Money/Retirement
July 18, 2024•2 min read
Hidden Value of R&D Tax Credits!
Unlock Hidden Savings: The Power of R&D Tax Credits When it comes to tax-saving strategies, many businesses overlook one of the most valuable incentives available—the Research and Development (R&D) t... ...more
Entrepreneurship ,Tax Strategy &Money/Retirement
February 13, 2025•3 min read
Reduce Your Tax Burden: Expert Tips for Small Businesses
Taxes don’t have to be overwhelming. With the right strategies, you can save money, stay compliant, and keep your business thriving. From knowing your deadlines to maximizing deductions, we’ve got the... ...more
Tax Strategy
November 18, 2024•5 min read
Be Prepared for Tax Time With These Tips
Feelings of dread and the tax season seem to go hand in hand. Will this be the year you’re forced to deal with an unexpected, huge tax bill? Preparing ahead of time for filing your income taxes can re... ...more
Tax Strategy
July 18, 2024•3 min read
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