The vast majority of high-net-worth individuals and business owners treat tax season like an inevitable annual illness. They wait, they prepare, and they submit to the bill. But if you’re waiting until Q4 to engage your tax advisor—or worse, until April 2027 to assess...
If you run a successful business or manage a significant investment portfolio, you wouldn’t launch a new product without a business plan. Yet, most taxpayers operate their personal finances with nothing more than a hope and a prayer that their Tax Preparer will...
The tax code is complex, which is why most people fear it. But complexity is where opportunity hides. For the sophisticated investor or scaling business owner, new and evolving laws are not burdens—they are weapons for wealth creation. This is the core of the Mantle...
The most significant financial bottleneck high-net-worth individuals face isn’t market volatility or rising interest rates—it’s using the wrong professional for the wrong job. You need accuracy, but you also need aggressive, forward-looking strategy. The...
Tax law just got a major shake-up — and if you’re a business owner, this one’s worth paying attention to. The Big Beautiful Bill (BBB) just rewrote a key part of the tax code that affects millions of small businesses: the Qualified Business Income (QBI) deduction....
