by Bryan Craig Wisda, CFP® EA | Oct 31, 2026 | Advanced Planning, Tax Planning, Tax Preparation
Owning a small business comes with its share of financial responsibilities. Fortunately, the Internal Revenue Code provides several opportunities to reduce your tax burden. One of the more valuable, yet frequently misunderstood, opportunities is the self-employed...
by Bryan Craig Wisda, CFP® EA | Oct 22, 2026 | Advanced Planning, Investment Management, Tax Planning
Unfortunately, most financial advisors only have a surface level understanding of the tax code, and with the popularity of private equity few of these advisors understand the tax consequences of private equity in retirement accounts. A frequently overlooked risk...
by Bryan Craig Wisda, CFP® EA | Sep 25, 2026 | Advanced Planning, Tax Planning
Two Roth Accounts, Two Rulebooks: Why Roth IRA and Roth 401(k) Withdrawals Are Not the Same Roth IRAs and Roth 401(k)s are close relatives, but they are not identical twins. Both generally receive after-tax dollars, both allow tax-free growth, and both can ultimately...
by Bryan Craig Wisda, CFP® EA | Jul 30, 2026 | Advanced Planning, Tax Planning, Wealth Management
Paying a child or another family member for legitimate work can be an effective tax-planning strategy for a business owner. The familiar version involves placing a younger child on payroll. A less familiar version may work for an adult child—or even another...
by Bryan Craig Wisda, CFP® EA | Jun 24, 2026 | Advanced Planning, Tax Planning, Wealth Transfer
If you have children or grandchildren born between January 1, 2025, and December 31, 2028, you have probably seen the headlines about Trump Accounts for children. The basic story sounds simple enough: eligible children may receive a one-time $1,000 federal...
by Bryan Craig Wisda, CFP® EA | May 25, 2026 | Advanced Planning, Tax Planning
If you or a family member is considering a continuing care retirement community, often called a CCRC, one of the most important planning questions is whether any part of the entrance fee may qualify for a tax deduction. The answer is: possibly. A CCRC entrance fee tax...
