Sharisa Heier 12/1/25 Sharisa Heier 12/1/25

What Should I Do Before December 31 to Reduce My Tax Bill?

Sharisa Heier 11/25/25 Sharisa Heier 11/25/25

How Bellwether Helps Business Owners Transition with Confidence

Sharisa Heier 11/18/25 Sharisa Heier 11/18/25

How Tax Clarity Supports Financial Confidence — A Planning Perspective

Sharisa Heier 11/11/25 Sharisa Heier 11/11/25

Year-End Tax Moves to Make Before December 31: A Strategic Checklist

Sharisa Heier 11/4/25 Sharisa Heier 11/4/25

Bellwether’s Tax Strategy Framework for Business Owners and Retirees

Clark Bellin 10/28/25 Clark Bellin 10/28/25

Legacy Planning for Entrepreneurs: Beyond the Business

For many entrepreneurs, their business is more than a source of income—it’s a reflection of their vision, values, and life’s work. As they approach succession or exit, the question becomes: what legacy will I leave behind?

Sharisa Heier 10/21/25 Sharisa Heier 10/21/25

Succession Planning for Family-Owned Businesses

Family-owned businesses are the backbone of many communities, representing generations of hard work, values, and legacy. Yet, succession planning within these enterprises can be uniquely complex. Balancing family dynamics, leadership transitions, and long-term business viability requires a thoughtful, strategic approach.

Clark Bellin 10/14/25 Clark Bellin 10/14/25

Key Considerations for Preserving Wealth During a Business Transition

A business transition—whether through sale, succession, or merger—can be one of the most financially significant events in an entrepreneur’s life. Preserving the value of that transition requires careful planning across multiple domains, including tax, legal, and investment strategy.

Recent Insights