Members' Wealth

People.
As we wrap up 2025, we’re giving our communications and social posts a year-end breather so the team can return fully charged for 2026. It was a strong year. Markets created wealth for long-term investors. The firm grew. We enter the new year with a rock-star team, a strong balance sheet, and a diversified, values-aligned client base.

Wrapping up the Year Wrapping up the Year

As the year draws to a close, business owners operating LLCs (default taxation) or S Corporations (traditional S Corporation or LLC taxed as an S Corp) have a valuable opportunity to evaluate financial strategies before December 31. While both structures offer pass-through taxation, proactive year-end planning can help optimize after-tax outcomes and strengthen long-term wealth strategies.

Year-End Tax Planning for Small Business Owners: LLCs and S Corps Year-End Tax Planning for Small Business Owners: LLCs and S Corps