September 9, 2026
The client who overpays the IRS is rarely the problem. In most cases the return was filed correctly, the estimates were on schedule, and the standard […]
August 25, 2026
The belief that a defined benefit plan locks a business into one fixed contribution every year is the most persistent obstacle between high income clients and […]
July 1, 2026
Most defined benefit plan strategy never reaches the client conversation. Not because the client would not benefit, and not because the math does not work, but […]
May 25, 2026
A defined benefit plan is a qualified retirement plan that promises the participant a specific benefit at retirement, funded by the employer and calculated annually by […]
May 14, 2026
Most CPAs are exceptional at compliance and competent at planning. The returns are filed correctly, the estimated payments are on schedule, and the standard retirement contributions […]