Blog
What to Do Financially After the Unexpected Loss of a Spouse
Losing a spouse changes everything. The financial side is the part most people don't have language for. A practical guide for Colorado families — what's urgent, what can wait, and the tax conversation no one has.
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Keep Your Best People Without Giving Away Your Business
Your best employees have options. Here's how to make staying the smartest choice they'll ever make — without giving up a single share of your business.
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The Ultimate Retirement Hack
Most people think the IRS 401(k) limit is per person. It's not — it's per employer. If you have a side business, that changes everything. Here's what you need to know.
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The 529 Plan Mismatch: What the New Federal Rules Mean for Colorado Families
Federal 529 rules expanded under OBBA, but Colorado didn’t follow. Learn how K–12 and career-related withdrawals may still trigger state taxes and deduction recapture for Colorado families.
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Your Tax Software Approved It. That Doesn’t Make It Right.
Just because tax software lets you file doesn’t mean it’s right. Tax rules are complex, and software can miss nuance. This post explains why mistakes still happen—and why human review and planning still matter.
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Billy Joel's Condo Sale: A Lesson in Estate Tax Planning
A recent Billy Joel real estate sale raises a smart estate planning question: when does paying tax today make sense? This brief analysis explains why the step-up in basis isn’t always the best answer.
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