Business owner planning, representing succession planning

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Succession Planning for Entrepreneurs: The Key Steps to Take

For entrepreneurs and real estate investors, estate planning and business succession planning are not just parallel tracks; they are intricately intertwined. A holistic approach to integrating these plans ensures that both personal and business assets are managed strategically, safeguarding your… Read Now >>

Annual Business Planning: How to Get the Most Out of Your Year-End Planning Workshops

November 5, 2020
Business planning meeting

As 2020 nears its end, it’s time to start looking ahead to 2021 and beyond. If you own a business, you’ll want to schedule a strategic annual business planning meeting with your leadership team. It’s important to remember that your… Read Now >>


The Great Tax Benefits of Depreciation

October 29, 2020

Depreciation has always been one of the best tax breaks for any business owner. It is sometimes underutilized. It is often under-appreciated for how much it can really save you if you use the rules to your advantage. Depreciation used… Read Now >>


Do You Want To Sell Your Stocks Because of The Election? Ask Yourself These Questions First:

October 23, 2020

Do You Want To Sell Your Stocks Because of The Election? With the 2020 General Election around the corner, it is normal to have questions on what your next move should be. Matt Rinkey discusses what you should be asking… Read Now >>


Take Advantage of These Year-End Tax Planning Strategies (Part 2)

October 21, 2020

The past two weeks on the Illumination Wealth Blog, we have been talking about some year-end tax planning tips. These are strategies used by savvy individuals, families, investors and business owners who are looking to reduce their overall tax liabilities… Read Now >>



Helpful End Of Year Tax Planning Tips: 3 Part Series Summary

October 14, 2020

Here are few things you should consider as you embark on your tax planning. With the 4th Quarter in season, now is the time to get started on yours. Matt Rinkey, the Founder of Illumination Wealth, covers the three most… Read Now >>


Take Advantage of These Year-End Tax Planning Strategies (Part 1)

October 8, 2020

In this three-part blog and video series, we are going to take a look at some year-end tax planning strategies that you will want to take advantage of as the year comes to a close. 2020 has been the strangest… Read Now >>


Tips to Manage Insurance Premiums

October 2, 2020

  Have you noticed that your Homeowners Insurance premiums have been increasing lately? It’s not your imagination, and with premiums projected to increase even more in the coming years, Matt Rinkey shares some helpful tips and strategies to help make… Read Now >>


Should You Own Bonds In Your Portfolio?

September 26, 2020

Should you own bonds in your portfolio? It’s a question that’ has frequently come up for us over the past few weeks as bonds have had historically low yields. Matt Rinkey explains why it makes sense to own bonds as… Read Now >>


How to Maximize Your QBI Deduction

September 25, 2020

One of the major provisions from the Tax Cuts and Jobs Act that was enacted in 2018 (and runs through 2025) is the qualified business income deduction (QBI deduction). It is a special deduction claimed on the individual tax return… Read Now >>