Insights

Memos answering questions I actually get asked.

Written in plain language, because that's the whole point.

These are general information, not legal advice for your situation.

All Posts

Self-directed IRAs and solo 401(k)s can hold alternative assets, but prohibited transaction rules are unforgiving.

Feb 15, 2025

Three ways to move an entity between states, with different tax and continuity consequences.

Feb 1, 2025

Entity ownership of digital assets raises custody, reporting, and banking questions that don't come up with other assets.

Jan 15, 2025

Bringing in a second member changes your taxes, your documents, and your obligations. Here's the order to do it in.

Jan 1, 2025

LOIs are called non-binding and rarely are entirely. Here's what to settle before signing one.

Dec 15, 2024

Titling a vehicle to your business affects registration, insurance, and lending. Here's what to check first.

Dec 1, 2024

A little preparation turns a frustrating hour into a useful one. Here's what actually helps.

Nov 15, 2024

Holding companies serve real purposes and get sold for imaginary ones. Here's the difference.

Nov 1, 2024

Formation is a one-time fee. Keeping an entity alive is a recurring one. Here's what to budget.

Oct 15, 2024

An S-election isn't a checkbox. It brings payroll obligations, ownership restrictions, and a real cost to reverse.

Oct 1, 2024