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The latest news on Fractional Family Office®, Tax Strategies, Estate Planning, Asset Protection & Investments for High-Performing Entrepreneurs.

    Dew Wealth Newsroom title card reading: Why Does Being a Business Owner Make Your Mortgage Cost More?

    Why Does Being a Business Owner Make You...

    4 min read

    Conventional mortgage underwriting rewards one thing above nearly everything else: income arriving on a predictable, third-party-verified schedule, a W-2 paycheck. It does not recognize a profitable business owner's cash flow the same way, ...

    Read More: Why Does Being a Business Owner Make Your Mortgage Cost More?
    Title card reading 'Should Entrepreneurs Use a Regular Financial Advisor?' on a deep teal Dew Wealth Newsroom background

    Should Entrepreneurs Use a Financial Advisor?

    3 min read
    Should entrepreneurs use a "typical" financial advisor? For most first-generation entrepreneurs and business owners, no. A financial advisor...
    Read More: Should Entrepreneurs Use a Financial Advisor?
    Title card reading Estate Planning for Business Owners: Why a Trust Isn't Enough to Transfer Wealth, Dew Wealth Newsroom brand card.

    Estate Planning for Business Owners: Why a Trust Isn't Enough to Transfer Wealth

    3 min read
    Estate planning for business owners is usually measured by one question: is the trust drafted correctly? That question matters, but it is no...
    Read More: Estate Planning for Business Owners: Why a Trust Isn't Enough to Transfer Wealth
    Dew Wealth Newsroom title card reading Estate Planning for Business Owners: Why Timing Beats the Term Sheet on a deep teal background

    Estate Planning for Business Owners: Why Timing Beats the Term Sheet

    4 min read
    Estate planning for business owners usually starts too late. Most owners wait until they have a signed letter of intent to think about estat...
    Read More: Estate Planning for Business Owners: Why Timing Beats the Term Sheet
    Deep teal Dew Wealth Newsroom title card reading: Estate Planning for Business Owners, Why a HEMS Provision Beats All-or-Nothing Trusts

    Estate Planning for Business Owners: Why a HEMS Provision Beats All-or-Nothing Trusts

    4 min read
    In estate planning for business owners, most family trusts still follow one rule: a single primary beneficiary, often a child, receives full...
    Read More: Estate Planning for Business Owners: Why a HEMS Provision Beats All-or-Nothing Trusts
    Bar chart comparing a founder's $13 million expected adjusted EBITDA to a buyer-normalized $7 million EBITDA in a hypothetical, illustrative example of business-sale add-back diligence.

    How "Adjusted" EBITDA  Can Cut Your Business Sale Price Nearly in Half

    3 min read
    The EBITDA figure a founder carries into a sale and the EBITDA a sophisticated buyer's diligence team is willing to underwrite are rarely th...
    Read More: How "Adjusted" EBITDA  Can Cut Your Business Sale Price Nearly in Half
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    Should Real Estate Be Held in an S Corporation?

    4 min read
    Should real estate be held in an S corporation? Usually not, and the reason is technical rather than obvious. A shareholder's basis in an S ...
    Read More: Should Real Estate Be Held in an S Corporation?
    Dew Wealth Newsroom title card reading: Flying Blind on Your Own Finances?

    Why Fast-Growing Entrepreneurs End Up Flying Blind on Their Own Finances

    3 min read
    An entrepreneur's revenue can grow tenfold in two years while the plan around their personal wealth stays exactly where it started. That mis...
    Read More: Why Fast-Growing Entrepreneurs End Up Flying Blind on Their Own Finances
    Title card reading Dew Wealth Management Named a 5-Star RIA Firm by InvestmentNews on the Dew Wealth Newsroom brand background

    Dew Wealth Management Named a 5-Star RIA Firm by InvestmentNews

    1 min read
    Dew Wealth Management has been named to InvestmentNews' 5-Star RIA Firms (High Net Worth) 2026 list, a recognition based on publicly filed S...
    Read More: Dew Wealth Management Named a 5-Star RIA Firm by InvestmentNews
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    Real Estate Professional Status for Business Owners: What the IRS Actually Requires

    4 min read
    Real estate professional status is an IRS classification that changes how rental losses interact with your tax return. Rental losses are nor...
    Read More: Real Estate Professional Status for Business Owners: What the IRS Actually Requires
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    Tax Planning by Income Type: The Framework Most Entrepreneurs Skip

    5 min read
    Tax planning starts with a simple sort: every dollar you earn falls into one of four zones, active, passive, portfolio, or capital gains, an...
    Read More: Tax Planning by Income Type: The Framework Most Entrepreneurs Skip
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    Using Qualifying Small Business Stock (1202) to Save Taxes When Selling Your Business

    3 min read
    The taxes owed on a business sale are set mostly by decisions made years before a deal, not by anything negotiated once a buyer is at the ta...
    Read More: Using Qualifying Small Business Stock (1202) to Save Taxes When Selling Your Business
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    Why Most Entrepreneurs Are Flying Blind on Their Own Balance Sheet

    3 min read
    Most entrepreneurs are flying blind on their own balance sheet, and the tool meant to prevent it is often the cause. Automated net worth tra...
    Read More: Why Most Entrepreneurs Are Flying Blind on Their Own Balance Sheet
    Dark teal Dew Wealth Newsroom title card that reads QSBS After the One Big Beautiful Bill Act.

    QSBS After the One Big Beautiful Bill Act: What Changed for Business Owners

    4 min read
    QSBS after the One Big Beautiful Bill Act works differently than it did before July 4, 2025. For qualifying C corporation stock acquired aft...
    Read More: QSBS After the One Big Beautiful Bill Act: What Changed for Business Owners