When Daniel R. looks back on his life two years ago, the word that comes to mind isn’t stress, it’s compression. “Everything felt squeezed.” Daniel was a 41-year-old digital marketing agency owner based in Boston, Massachusetts, running a seven-figure firm serving SaaS and professional services clients across the U.S. The business was successful by most definitions. Annual income hovered around $1.8 million, with roughly $1.3 million flowing through to him… Read More
Archives for January 2026
Why High Income Can Work Against You — And How The Right Business Structure Fixes It
If you’re a high earner, you already know this truth intuitively: taxes don’t rise in a straight line. They compound. As income grows, complexity grows with it. Operating companies. Pass-through entities. Investment portfolios. Equity events. Distributions across multiple sources. Each new layer adds friction, and without intentional planning, that friction shows up as tax leakage. Yet many successful professionals and business owners are still operating inside structures built for much… Read More