PERSONAL FINANCIAL PLANNING

Blake Christian: Why You Should Pay Attention to OZ 2.0 | Holistic Guide

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Proper entity structure, timing, and compliance are critical to maximizing the next phase of Opportunity Zone benefits.

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The Break-Through Blueprint for Revolutionizing the CPA Firm Business Model

The Holistic Guide to Wealth Management
With Rory Henry, CFP®, BFA™

A decade ago, federal Opportunity Zones (OZ) were introduced as part of the 2017 Tax Cuts & Jobs Act to encourage long-term investment into economically distressed communities through tax incentives. The first phase of the OZ program expires at the end of 2026, but Blake Christian, CPA, says the program is entering a new phase (OZ 2.0) that could dramatically expand its impact across operating businesses, infrastructure, AI data centers, and rural America.

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While many investors initially focus on the tax deferral aspects of Opportunity Zones, Christian explains that the program delivers three separate benefits.

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David Podell: The Retirement Plan Provision Most Tax Advisers Overlook | The Concierge CPA

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Solo 401(k)s let you think beyond retirement.

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The Concierge CPA
With Jackie Meyer

In this episode of The Concierge CPA, Dr. Jackie Meyer welcomes back David Podell, founder of Business Benefits Consultants, to unravel the evolving world of retirement planning and its strategic value for business owners.

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Podell explains the solo 401(k)’s advantages over simpler plans like SEPs or SIMPLEs, dives into common mistakes business owners make, and shares how smart structuring — including leveraging Roth contributions and defined benefit add-ons — can elevate retirement planning from compliance to strategy.

“Putting money in these retirement plans pulls money out of the business and creates a personal net worth,” Podell says.

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Art Werner: Five Rules for Trump Accounts | Quick Tax Tip

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These accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

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More Werner on Trump accounts.

Quick Tax Tip
With Art Werner
CPE Today

Art Werner outlines the five key rules advisors and families should understand when considering these accounts.

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Designed as long-term savings vehicles for children, these accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

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Art Werner: Trump Accounts Launch July 4 | Quick Tax Tip

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Trump Accounts for children launch on July 4, 2026.

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More Werner on Trump accounts.
Quick Tax Tip
With Art Werner
CPE Today
Trump accounts officially launch July 4. Advisors should scan their client lists, keeping in mind that eligibility is determined by the child beneficiary rather than the person funding the account.

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“The eligibility rules are going to be based on what we’ll refer to as the beneficiary, the child that we’re establishing these for,” Werner says.

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Art Werner: Intro to Trump Accounts | Quick Tax Tip

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Trump Accounts provide new opportunities for families, employees and closely held businesses.

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Quick Tax Tip
With Art Werner
CPE Today

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Tax expert Art Werner is launching a series of tax tip videos focused on Trump accounts.

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In the series, he provides a comprehensive overview of how these accounts work, how they compare to other investment options, the tax advantages they offer, potential issues practitioners should be aware of, and related fringe-benefit opportunities.

The goal is to help advisors become knowledgeable enough to confidently guide clients and evaluate whether Trump accounts may be a beneficial planning opportunity.

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