JDT Advisory
Many Wealthpreneurs are interested in building wealth through business ownership and selective investments in both public and private market assets. …
After his recent discovery of the power of charitable remainder trusts (CRTs), fictional Wealthpreneur Patton Thorne is interested in …
Patton Thorne is a fictional Wealthpreneur with a real-world problem. In 1997, he invested $10,000 in the initial public offering (IPO) of a …
Successful Wealthpreneurs keep risk mitigation in mind while managing all aspects of their financial lives. They know that potential risks …
Wealthpreneurs might think, “It’s my company – why can’t I pay myself whatever I please?” This mindset often comes from …
For Wealthpreneurs navigating the complex world of business tax planning, one critical element often overlooked or misunderstood is …
“Do the next right thing.” — Emily P. Freeman, Bestselling Author: the Next Right Thing “Vision is perhaps our greatest strength … it has kept us …
“When I have enough money, I want to learn the intricacies of tax, estate, investment, and insurance planning.“ — Said Nobody, Ever The …
Wealth transfer planning is the process of making arrangements for your assets after you die. It is important for everyone to have a wealth transfer …
What is Reasonable Compensation?
97% of owners are not properly reporting their compensation on their tax return.
Underpaying yourself might have a more negative effect on your business than overpaying yourself.
Learn how to capture the benefits and avoid the pitfalls in this concise guide.
