We’re Hiring a Financial Advisor!
We’re hiring a Financial Advisor! QFS is growing, and we’re looking to add a sharp, client-centered advisor to help us serve high-net-worth families. This role works directly with me to...
We’re Hiring a Financial Advisor!
We’re hiring a Financial Advisor! QFS is growing, and we’re looking to add a sharp, client-centered advisor to help us serve high-net-worth families. This role works directly with me to...
$16M Portfolio Makeover: The Tax-Aware Version
$16m portfolio retiree that’s focused on tax-efficient income and legacy planning Problems: Losing 1–2% per year to taxes on portfolio income Direct indexing had stopped producing real tax benefits Tax-exempt...
$16M Portfolio Makeover: The Tax-Aware Version
$16m portfolio retiree that’s focused on tax-efficient income and legacy planning Problems: Losing 1–2% per year to taxes on portfolio income Direct indexing had stopped producing real tax benefits Tax-exempt...
What a Truly Tax-Aware $10M Portfolio Actually ...
Most investors obsess over pre‑tax returns. But if you’re in a high bracket, the real question is: “What am I actually compounding after-tax over the next 10–30 years?” In my newest YouTube video,...
What a Truly Tax-Aware $10M Portfolio Actually ...
Most investors obsess over pre‑tax returns. But if you’re in a high bracket, the real question is: “What am I actually compounding after-tax over the next 10–30 years?” In my newest YouTube video,...
3 “Advanced” Tax Strategies You Should Never Use
1. Micro-Captive Insurance Companies A business forms its own tiny “insurance company,” pays large insurance premiums to it, and deducts those premiums. The policies often cover highly specific or unlikely...
3 “Advanced” Tax Strategies You Should Never Use
1. Micro-Captive Insurance Companies A business forms its own tiny “insurance company,” pays large insurance premiums to it, and deducts those premiums. The policies often cover highly specific or unlikely...
How a $5M Business Seller in California Could A...
Upcoming $5M business sale in CA – here’s what we talked about. Had a call with an owner expecting a ~$5M business sale in Q1. Between the assets they already...
How a $5M Business Seller in California Could A...
Upcoming $5M business sale in CA – here’s what we talked about. Had a call with an owner expecting a ~$5M business sale in Q1. Between the assets they already...
CA Business Owners: Don’t Let the State Pick Yo...
California business owners: the state is about to pick your retirement plan for you. If you have employees in CA and don’t have a qualified plan in place, you’re required to set...
CA Business Owners: Don’t Let the State Pick Yo...
California business owners: the state is about to pick your retirement plan for you. If you have employees in CA and don’t have a qualified plan in place, you’re required to set...