The $50 Million Exit You’ve Never Heard About

The $50 Million Exit You’ve Never Heard About

The $50 Million Exit You’ve Never Heard AboutHeath Harris
Published on: 22/07/2025

Discover how a business owner sold a $50 million company using a tax-efficient ESOP strategy under IRC Section 1042 and potentially saved over $10 million in taxes.

Retirementlegacy planningEstate Planning Tax Planning
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Trump's "One Big Beautiful Bill": What High-Net-Worth Clients Need to Know

Trump's "One Big Beautiful Bill": What High-Net-Worth Clients Need to Know

Trump's "One Big Beautiful Bill": What High-Net-Worth Clients Need to KnowHeath Harris
Published on: 07/07/2025

Trump's "One Big Beautiful Bill" permanently raises estate tax exemptions to $15M and locks in tax cuts. What high-net-worth clients need to know now.

Retirementlegacy planningEstate Planning Tax Planning
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How to Build Generational Wealth Even in Retirement

How to Build Generational Wealth Even in Retirement

How to Build Generational Wealth Even in RetirementHeath Harris
Published on: 25/06/2025

Heath Harris of Compound Advisory shares how retirees can build generational wealth using smart strategies like SBLOCs, gifting, and purposeful investing.

Retirementlegacy planning
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