The $1.8M Retained Earnings Trap
An incorporated professional with seven figures in retained earnings discovered that accessing any of it required a tax event nobody had planned for. Two advisors. Neither saw the other’s blind spot.
Retained Earnings Decision Tree
A visual guide for understanding the tax implications of accessing corporate surplus. Illustrative only, not advice.
The Tax Strategy You Chose by Not Choosing
Compliance is what happens every spring. Strategy is what happened — or didn’t — five years earlier. Most families are running a tax strategy they never actually selected.