Blog

What is a Qualified Opportunity Zone?

What is a Qualified Opportunity Zone?

What is a Qualified Opportunity Zone? This is the story of an entrepreneur who deferred 100% of his capital gains tax on the sale of his business. This blog is for the entrepreneur who owns a business and thinks one day he might sell.  One of the unknowns about...

How to Invest as an Athlete

How to Invest as an Athlete

How to Invest as an Athlete?   Investing can be a complicated topic, but it doesn’t have to be. The goal of investing is quite simple, position your money now to reach a specific goal in the future. I call this starting with the end in mind. Every great decision...

What is a Donor Advised Fund?

What is a Donor Advised Fund?

What is a Donor Advised Fund?   A Donor Advised Fund (DAF) is a great tool to consider for those with extraordinary income. Today we will break down what a Donor Advised Fund is, who should consider a Donor Advised Fund, and what tax benefits you will receive....

Financial Advisors for Athletes

Financial Advisors for Athletes

Picking a Financial Advisor for Athletes   As an athlete, one of the hardest things to do is to make money playing sports. Less than .05% of high school athletes will ever become professional athletes. Choosing a financial advisor for athletes should be easy but...

Tax Strategies For Professional Athletes

Tax Strategies For Professional Athletes

7 Ways for Professional Athletes to Reduce Their Tax Bill   Professional athletes are blessed with large incomes in short windows. The downside of that large income is a large tax bill. One that often becomes the single largest expense for any professional...

5 Steps Every Player Should Take Before Getting Drafted

5 Steps Every Player Should Take Before Getting Drafted

Being drafted is a culmination of years of hard work. To maximize this time in your life, let us look at the 5 steps every athlete should take BEFORE you sign your first contract. 1. Build Your Team Who should be on your team? Wealth Manager | This is your financial...