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

    Title card reading 'Should Entrepreneurs Use a Regular Financial Advisor?' on a deep teal Dew Wealth Newsroom background

    Should Entrepreneurs Use a Financial Adv...

    3 min read

    Should entrepreneurs use a "typical" financial advisor? For most first-generation entrepreneurs and business owners, no. A financial advisor is built to manage a portfolio and file a plan once or twice a year. An entrepreneur's wealth runs ...

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    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...
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    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...
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    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...
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    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...
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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 ...
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    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...
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    Title card reading
    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...
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    Title card reading
    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...
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    Title card reading
    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...
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    Title card reading
    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...
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