How to Keep Your Business in the Family – Tax Traps and Solutions
Transferring a family business isn’t as simple as handing over the keys—it’s full of tax traps that could cost your kids the legacy you worked so hard to build. From gifting gone wrong to surprise capital gains, here’s what to know now before passing on the business.
Navigating Financial Conversations with Aging Parents
Talking to your parents about money isn’t easy—but it’s essential. From organizing documents to planning for future care, here are practical tips to help you navigate this important conversation.
Summer Employment for Your Child
Summer jobs do more than keep kids busy—they build life skills, confidence, and financial know-how. Your child could earn up to $15,000 tax-free—plus contribute to an IRA! From fast food to freelancing, see what jobs make sense and how to make the most of the earnings.
You Can’t Take It With You—But You Can Decide Who Gets It
We sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English.
Getting Married Soon? Tax Considerations for Newlyweds
The wedding planning may be done—but the tax planning is just getting started. From filing status changes to healthcare and withholding updates, marriage can bring major tax surprises.
Peer-to-Peer Payments Are Popular, but Be Careful
Sending money through apps like Venmo or Zelle is fast and convenient—but it’s not risk-free. Learn how to protect yourself from costly errors and fraud when using peer-to-peer payment services.
Borrowers in Default on Federal Student Loans Face Imminent Collection Efforts
As of May 5, 2025, borrowers with defaulted federal student loans will be referred to a federal debt collection service and may eventually be subject to wage garnishment.
Financial Support for Adult Children: A Hidden Drain on Retirement Savings
Nearly half of U.S. parents are still footing the bill for Gen Z and millennials—shelling out an average of $1,500 monthly. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, as they unpack the latest data, explore why working-age Gen Z are getting the most help, and ask: How is it affecting parents’ annual spending and their financial plan?
Versatile 529 Plans Can Help with More than Just College
Think 529 plans are just for college? Think again. From K–12 tuition and apprenticeships to student loan repayment and even Roth IRA rollovers, today’s 529 plans offer more flexibility than ever — making them a powerful tool for education funding and estate planning.
From Sideline to Bottom Line: Planning Makes the Difference
Nick Antonucci, CVA, CEPA, and D.J. Barker, CWS®, join K.C. Smith, CFP®, CEPA, who brings together his two favorite topics: college sports and finance. Nico Iamaleava was essentially forced off the University of Tennessee’s football team over a dispute tied to an NIL agreement. He potentially lost millions before ever seeing a dime—which begs the question: what kind of financial advice was he getting? We explore why having the right team around you—financially and personally—is more important than ever. Whether you’re an athlete, a business owner, or just trying to make smart money moves, this conversation matters.