Your family office knowledge base.

MLB prospects face critical financial decisions as draft approaches - experts share key preparation insights.

Doctors can significantly reduce their tax burden and maximize wealth by leveraging strategies like Individual 401(k) contributions, Back-Door Roth IRA techniques, and strategic asset location across different tax-advantaged accounts.

High school and college baseball players face life-changing choice: pro contract or education?

NFTs represent an extremely speculative market where most investors should be sellers rather than buyers, as these digital assets lack reliable valuation metrics and are primarily driven by hype and what others are willing to pay.

Professional golfers often overpay taxes due to complex situations - experts highlight key strategies.

Professional athletes can significantly reduce their tax burden and maximize wealth by leveraging specialized strategies such as accurate Duty Days calculations, Individual 401(k) contributions for non-salary income, and strategic Back-Door Roth IRA conversions.

Find trusted financial advisors to guide athletes through complex wealth management decisions.

Athletes must carefully research real estate investments - seek proven advisors or choose public REITs.

Roth conversions offer a powerful tax optimization strategy that allows individuals to proactively manage their tax liability by strategically converting tax-deferred retirement accounts to tax-free Roth IRAs, potentially saving significant money through careful tax bracket management and eliminating future tax burdens on investment growth.

The desire to become a wealth advisor stemmed from an early exposure to private investments, where the allure of high returns often overshadowed the crucial factors like fees, liquidity, and risk, which I now focus on addressing when evaluating such opportunities for clients.

MLB draft signing bonus structure changes impact tax planning - experts discuss key considerations.