Tax
What the 2026 Arizona flat-tax means for small-business owners
A practical walk-through of the 2.5% Arizona individual rate and how it changes owner-comp planning for S-corp founders.
A practical walk-through of the 2.5% Arizona individual rate and how it changes owner-comp planning for S-corp founders.
Headlines say the 60/40 is dead. Math says it's having one of its best decades in years. Here's how we think about it for clients in or near retirement.
If your net profit is under $40k, this is almost always a wash. Above that, the math gets interesting. We made a decision tree.
You don't need a 60-page binder. You need one page you'll actually read in February.
Half of estate-plan failures we see come from outdated beneficiary forms — not bad trusts. Spend 20 minutes this week.
Both can work. Which one fits depends less on returns and more on whether your kid actually goes to a four-year school.
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