April Newsletter

Monthly Newsletter

April Newsletter

At the beginning of this month, we focused on items pertaining to taxes and wealth planning. We then switched gears to topics related to challenges and struggles Business Owners & Entrepreneurs face. Finally, we hit on items for Real Estate Investors. Check out the summaries of each item below and use the links to view the full content pages for topics most appealing to you.

Taxes & Wealth Planning

Home Office Deduction

April 6, 2023


Since the pandemic many people have begun working from home and have a home office.

If you are one of those people who work from home, you could be eligible for a home office deduction on your taxes.

Listen along to learn more about how you can take advantage of this deduction when filing your taxes in the coming years.

How Do You Create Lasting Wealth?

April 5, 2023

If your goal is to have enough to live the life you want and pass down wealth to provide ongoing security for your family, what do you need to think about besides money?

Black swan events happen, markets go through extended downturns, and unexpected life or job issues can derail plans.

That’s where financial planning comes in. In this article, we break down some of the things you need to think about on the journey to lasting wealth.


S Corporation Status

April 13, 2023


S corporations are corporations that elect to pass corporate income, losses, deductions, and credits through to their shareholders for federal tax purposes.

These slides help to explain some of the basics related to S corporations.

Financial Capability Beyond April

April 19, 2023

April was Financial Capability Month.

Financial capability is knowing how to spend wisely, manage credit, and plan for the future.

It is an effective way to help youth, no matter their circumstances, avoid common financial vulnerabilities and build economic stability.

It this article, we discuss financial capability and ways you can take a more active approach in your finances to help ensure you are building long-term wealth that will help you achieve your goals.


Business Owners and Entrepreneurs

Challenges in Entrepreneurship

April 18, 2023


This is a great clip from my interview with Alex Burkhart as he describes some of the biggest challenges of being an entrepreneur, managing Profits, as well as Customer Expectations.

We have seen many successful companies that were excellent at managing customer expectations well before they ever became profitable. Evaluating these businesses as an investment opportunity is very difficult because the fundamentals just aren’t there.

Insurance Struggles as a Small Business

April 25, 2023


In this clip from my podcast interview with Dr. Lindsey Willoughby, she discusses the struggles she faces with insurance companies as a small dental practice owner.

She touches on the challenges she has with being “in the network” and how that can affect obtaining and retaining clients.

Real Estate Investors

Office Real Estate: The Next Shoe to Drop?

April 26, 2023

Many companies have adapted to a work from home/work from anywhere approach for their employees. This pegs the question, What happens to Office Real Estate?

In this blog post we look at several companies that are reducing or eliminating their office space, as well as several who are having their employees return to the office.



April 27, 2023

Will office buildings be the next shoe to drop that would cause some sort of recession or a downturn in the market?

Over the past couple of years people have continued to raise fears about Commercial Real Estate, specifically office space.

This video explains what has been going on in more detail.


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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation.

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