Fiduciary | Modern family-office for $5M+ founders & families. Tax-forward coordination + non-traditionally investing. Exit planning. Dad (4x), BJJ, violinist.
Austin, TX
Joined June 2009
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One bad loan. $50 Million gone.
No tax plan. No asset protection. Total collapse.
This was the moment everything changed and why we now help clients avoid the same mistakes. If you’re building wealth without a plan… This is your wake-up call.
#genesisstory #entrepreneurfailure #assetprotection #wealthplanning
The Meaning of Money Podcast with Tom Millar and Stefan Whitwell xitter.cf/i/broadcasts/1kJzDPYLL…
Incredible
A TESLA ROADSTER JUST JUMPED OFF THE GOLDEN GATE BRIDGE.
THEN IT FLEW BACK UP.
The bridge deck sits 67 meters above the water.
No car has ever come back from that drop.
The Roadster falls, fires its thrusters just above the waves,
and climbs back to the road.
The driver steps out in a racing suit with his arms up.
Every car crash ends with gravity winning.
This is the first car that can argue.
Readers added context they thought people might want to know
The video shows a fabricated scene, not real footage; Tesla's Roadster prototype performed brief thruster stunts only at a closed test site in McGregor, Texas.
snopes.com/fact-check/tes…
flyingroadster.net/is-it-real/
insideevs.com/news/812152/te…
apnews.com/article/tesla-…
The Meaning of Money Podcast xitter.cf/i/broadcasts/1vKpPNvRl…
Elon did it again. The freakin coolest car ever! youtube.com/watch?v=TWHXrLzU…
Selling a business on an installment note? If you later borrow against that note, the loan proceeds are generally treated as a payment on it under Section 453A(d). The deferred gain turns taxable with no cash from the buyer. Fee-only fiduciary, not soliciting.
Section 1202 is federal. Several states do not conform, California among them. A gain fully excluded on your federal return can still be fully taxable by a state. Worth knowing before the QSBS structure conversation, not after. Fee-only fiduciary, not soliciting.
Not sure why this freaks me out, but it does. Watch this video. Yeah, I know, it's supposed to be cool, but it's frightening.
What's your take?
dailymail.com/sciencetech/ar…
Most lenders tell crypto holders the same thing: sell it, season the cash for 60 days, then we will count it.
For someone holding a decade of unrealized gain, that is the most expensive advice in the room.
There is now a narrower door.
If you have been told your crypto cannot help you qualify, that is worth revisiting before assuming liquidation is the only path.
Paper No. 4, written with Condon Capital Group:
drive.google.com/file/d/1NOU…
Educational only. Not tax, legal, or mortgage advice.
Most lenders tell crypto holders the same thing: sell it, season the cash, then we will count it.
For someone holding a decade of unrealized gain, that is the most expensive advice in the room.
There is now a narrower door. 🧵
drive.google.com/file/d/1NOU…
The Meaning of Money with Rudi from Ree Think Podcast xitter.cf/i/broadcasts/1RJZzzYjy…
The Meaning of Money with Mark Sullivan xitter.cf/i/broadcasts/1MJgNNmRO…
