Wealthrive Weekly: The October 15 Extension Deadline Smart Business Owners Shouldn’t Treat Like a Paperwork Finish Line
For many entrepreneurs still on extension, October 15 feels like the last chore of last year’s taxes. Send the return. Clear the reminder. Stop thinking about 2025. That instinct is understandable. It is also incomplete. Because October 15, 2026 is not just a filing date for extended Form 1040 and calendar-year Form 1120 returns. It […]
Wealthrive Weekly: The 100-Day Tax Window
Smart Business Owners Open After September 15 For many entrepreneurs, September 15 feels like the finish line for the third quarter. The estimated payment goes out. The calendar reminder clears. Everyone exhales and goes back to closing deals, hiring, and running the business. That instinct is understandable. It is also expensive. Because once the September […]
The Bigger SALT Deduction Is Not a Tax Strategy: What High-Income Business Owners Should Review in 2026
For years, affluent business owners in high-tax states have heard the same frustrating sentence: your state and local taxes may be real, but your federal deduction for them is capped. That cap shaped planning decisions for owners of S corporations, partnerships, and multi-member LLCs. It also made pass-through entity tax elections, often called PTET elections, […]
Rollover Equity Before a Recap: What Affluent Founders Should Know Before Signing an LOI
Every founder says the same thing when a strong offer appears: “I am not ready to sell the whole company.” That is exactly why partial sales, private equity recapitalizations, and rollover equity deals are so attractive. You can take meaningful chips off the table, keep ownership in the next chapter, and potentially participate in a […]
Before the Second Bite: What Affluent Founders Should Do Before a Partial Sale or Recapitalization
A partial sale can feel like the best of both worlds: you take meaningful cash off the table, keep a stake in the company, and stay positioned for a second exit later. For many founders, that is exactly the appeal of a private equity recapitalization, minority investment, or staged transition. You are not fully walking […]
What High-Net-Worth Business Owners Should Do Before a Liquidity Event
For many affluent founders, the business is both the engine that created wealth and the asset that still holds most of it. That works beautifully while the company is growing. It becomes riskier when you start thinking about liquidity. A full exit is only one path. Some owners want to sell a minority stake, complete […]
Richard Huynh on Entity Structuring: The Tax Strategy Most Business Owners Overlook
Most high earners are asking the wrong question. They’re focused on:“How do I reduce my taxes this year?” That’s reactive. The real question – the one that actually changes outcomes—is:“How is my entire financial structure designed?” Because if your structure is wrong, no amount of deductions will fix it. A New Perspective from Wealthrive’s Tax […]
Wealthrive Weekly: Tax Strategy Is a Team Sport – And Richard Huynh Joins the Starting Lineup
If you’ve ever felt like “tax planning” is something that happens to you in April, you’re not alone. At Wealthrive, we treat tax strategy as a year-round decision system, not a once-a-year scramble — because the best outcomes don’t come from deductions… they come from design. That’s why we’re excited to welcome Richard Huynh, LL.M. […]
High-Net-Worth Tax Strategy in 2025: How Wealthy Families Reduce Taxes Without Increasing Risk
High-net-worth individuals don’t win by chasing deductions — they win by designing intentional tax strategy. In 2025, rising enforcement, expiring tax provisions, and increasing complexity mean that reactive tax planning is one of the most expensive mistakes wealthy families make. True HNW tax strategy focuses on long-term outcomes: minimizing lifetime taxes, protecting assets from unnecessary […]
DATA BRIEFING: The 2025 IRS Audit Landscape
Why Your Audit Fears Are Overblown (Based on Actual IRS Data) By: Noah Rosenfarb, 3rd Generation CPA & Founder of Wealthrive For decades, the tax industry has used fear to keep clients compliant. At Wealthrive, we use data. The latest IRS numbers prove that the “threat” of an audit for a prepared entrepreneur is at […]