by Raphael Bennett | May 29, 2025 | General
In an era where strategic growth demands both agility and foresight, business owners and investors are increasingly looking for ways to multiply impact and optimize tax positions. One powerful—yet often underutilized—vehicle for achieving both is the Qualified...
by Lynn Fernando | May 19, 2025 | AI
Artificial Intelligence (AI) is no longer a futuristic concept—it’s the driving force behind today’s most significant business transformations. In 2025, U.S. companies are rapidly adopting AI to enhance efficiency, foster innovation, and maintain a...
by Raphael Bennett | Apr 24, 2025 | General
When it comes to Qualified Opportunity Zone (QOZ) investing, one thing is certain—timing is everything. After a liquidity event, you have 180 days to roll your capital gains into a Qualified Opportunity Fund (QOF). Miss that critical window, and the consequences can...
by Raphael Bennett | Apr 18, 2025 | AI
You sold your company—congratulations. That’s a milestone few ever reach. But now comes the real question: What’s next? Too often, founders step away from their businesses only to lose significant value by failing to implement a smart, post-exit reinvestment strategy....
by Raphael Bennett | Apr 17, 2025 | AI
In today’s dynamic financial landscape, savvy investors are seeking ways to both preserve wealth and create lasting impact. Qualified Opportunity Zones (QOZs) offer a powerful solution—combining tax advantages with high-potential investment opportunities. Established...
