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The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/The%20Private%20Tax%20Plan.mp4/medium.jpgThe Private Tax PlanAre you ready to take control of your financial future with a personalized approach to tax planning? In this video, we delve into the concept of a private tax plan—what it is and how it can revolutionize your financial strategy. **Key Insights Covered:** - **Definition and Importance**: Understand what a private tax plan is and how it differs from traditional tax advice. Discover its role as a living, measurable framework tailored to your business and life. - **Core Components**: Learn about the three foundational documents that drive your private tax strategy: a multiyear roadmap for financial efficiency, an enterprise scorecard for tracking performance, and a relationship scorecard that ensures accountability and transparency. - **Proactive Management**: See how our approach goes beyond reactive strategies. 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Colored, Blurred Image. Closeup View.Tax Law - Folder Register Name in Directory. Colored, Blurred Image. Closeup View.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Risk%20Management%20Concept.%20Magnifying%20Glass%20on%20Old%20Paper%20with%20Red%20Vertical%20Line%20Background..jpegRisk Management Concept. Magnifying Glass on Old Paper with Red Vertical Line Background.Risk Management Concept. Magnifying Glass on Old Paper with Red Vertical Line Background.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/valuation-hero.pngvaluation-herovaluation-herohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/noun-sections-4304176-D83235.pngnoun-sections-4304176-D83235noun-sections-4304176-D83235https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/logo-cunningham.svglogo-cunninghamlogo-cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/noun-tax-deduction-6033684-D83235%20(2).pngnoun-tax-deduction-6033684-D83235 (2)noun-tax-deduction-6033684-D83235 (2)2024-03-26https://www.jec-llc.com/blog/what-services-are-you-receiving-tax-planning-v-tax-preparationhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/happy%20young%20family%20have%20fun%20on%20beachand%20showing%20home%20sign%20with%20conncected%20hands%20while%20protecting%20childrens.jpeghappy young family have fun on beachand showing home sign with conncected hands while protecting childrenshappy young family have fun on beachand showing home sign with conncected hands while protecting childrenshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/team-of-business-people-working-together-in-the-office-1080x479.jpgteam-of-business-people-working-together-in-the-office-1080x479team-of-business-people-working-together-in-the-office-1080x479https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGV7Nmx9L0.pngCanva Design DAGV7Nmx9L0Canva Design DAGV7Nmx9L0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGCCnRsY-0.pngCanva Design DAGCCnRsY-0Canva Design DAGCCnRsY-02023-02-21https://www.jec-llc.com/blog/what-is-a-cost-segregation-studyhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGXg3Yo7x4.pngCanva Design DAGXg3Yo7x4Canva Design DAGXg3Yo7x4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF7S9rwvCY.pngCanva Design DAF7S9rwvCYCanva Design DAF7S9rwvCYhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_183694071%20(1)%20(1)-1-1-1.jpegstack of coins in bar graph formatAdobeStock_183694071 (1) (1)-1-1-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/What%20Is%20a%20Cost%20Segregation%20Study%3F.jpegWhat Is a Cost Segregation Study?What Is a Cost Segregation Study?https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)2023-08-08https://www.jec-llc.com/business-exit-readinesshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/business%20brokerage%20page%20video-1.mp4/medium.jpgbusiness brokerage page video-1business brokerage page video-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/business%20brokerage%20page%20video-1.mp420nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Why%20Timing%20The%20Market%20Is%20A%20Losing%20Exit%20Strategy.mp4/medium.jpgWhy Timing The Market Is a Losing Exit StrategyAre you contemplating the right time to exit your business? In this video, we explore why trying to time the market for a business exit is often a fruitless endeavor. Key topics covered in this video include: - The pitfalls of waiting for the ‘perfect’ market conditions to sell your business. - Real-life scenarios where business owners have delayed their exit, leading to missed opportunities. - The importance of focusing on your business’s internal readiness rather than external market signals. - Strategies for assessing your business, finances, and personal readiness to make a successful exit. Viewers will gain crucial insights into: - Why market timing is a common trap that can hinder your exit strategy. - How to shift your mindset from waiting for market signals to preparing your business for a successful sale. - The value of proactive planning and readiness in ensuring you maximize your exit opportunities. Join us as we challenge conventional thinking and guide you to ask the right questions about your exit strategy. The best time to sell may not have been in the past, but it is certainly now if you are prepared.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Why%20Timing%20The%20Market%20Is%20A%20Losing%20Exit%20Strategy.mp480nonoExitStrategyReadinessBusinessSaleMarketTimingProactivePlanninghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(5).mp4/medium.jpgUntitled design (5)Untitled design (5)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(5).mp418nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHCPq2fNJs.pngCanva Design DAHCPq2fNJsCanva Design DAHCPq2fNJshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHCPrEM3U0.pngCanva Design DAHCPrEM3U0Canva Design 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In the News3https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Ryan%20Foley%20-%20In%20The%20News.jpgRyan Foley - In The NewsRyan Foley - In The Newshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2023-02-21https://www.jec-llc.com/blog/why-the-millionaires-tax-trend-should-scare-youhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHFiilOdZ4.pngCanva Design DAHFiilOdZ4Canva Design DAHFiilOdZ4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG2ov1B2l8.pngCanva Design DAG2ov1B2l8Canva Design DAG2ov1B2l8https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHEOU0B1zE.pngCanva Design DAHEOU0B1zECanva Design DAHEOU0B1zEhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_-baNtEg.pngCanva Design DAF_-baNtEgCanva Design DAF_-baNtEg2026-04-01https://www.jec-llc.com/privacy-policyhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)2026-03-24https://www.jec-llc.com/blog/the-tax-implications-of-inherited-iras-understanding-distribution-optionshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_NjIEQDQ.pngCanva Design DAF_NjIEQDQCanva Design DAF_NjIEQDQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/leaking%20bucket.pngleaking bucketleaking buckethttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGGuNzpCT4.pngCanva Design DAGGuNzpCT4Canva Design DAGGuNzpCT4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_9l55OdY.pngCanva Design DAF_9l55OdYCanva Design DAF_9l55OdYhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)2024-07-17https://www.jec-llc.com/blog/your-business-is-a-family-matter.-your-advisor-should-understand-thathttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp4/medium.jpgSection 1202 (2)Are you a business owner looking to maximize your sale profits in the next few years? The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIJy_YS10.pngCanva Design DAHIJy_YS10Canva Design DAHIJy_YS10https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHGYojT6Do.pngCanva Design DAHGYojT6DoCanva Design DAHGYojT6Dohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGtKURGMss.pngCanva Design DAGtKURGMssCanva Design DAGtKURGMsshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHASzNiNjI.pngCanva Design DAHASzNiNjICanva Design DAHASzNiNjI2026-04-09https://www.jec-llc.com/blog/understanding-stepped-up-basis-a-guide-for-heirshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGGuNzpCT4.pngCanva Design DAGGuNzpCT4Canva Design DAGGuNzpCT4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Human%20hands%20holding%20model%20of%20dream%20house.jpegHuman hands holding model of dream houseHuman hands holding model of dream househttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_9l55OdY.pngCanva Design DAF_9l55OdYCanva Design DAF_9l55OdYhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGF9sXxwfM.pngCanva Design DAGF9sXxwfMCanva Design DAGF9sXxwfM2024-05-22https://www.jec-llc.com/blog/its-a-tax-drag-man-combating-tax-drag-with-tax-reduction-and-tax-efficient-investinghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGCCnRsY-0.pngCanva Design DAGCCnRsY-0Canva Design DAGCCnRsY-0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Red%20Small%20Flag%20with%20House%20Icon%20on%20a%20Map%20Background%20with%20Selective%20Focus..jpegRed Small Flag with House Icon on a Map Background with Selective Focus.Red Small Flag with House Icon on a Map Background with Selective Focus.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_UhM4KpM.pngCanva Design DAF_UhM4KpMCanva Design DAF_UhM4KpMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/leaking%20bucket.pngleaking bucketleaking buckethttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2024-05-22https://www.jec-llc.com/blog/a-cpa-finds-his-purposehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Purpose%20sign%20isolated%20on%20white%20background.jpegPurpose sign isolated on white backgroundPurpose sign isolated on white backgroundhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Businesswoman%20doing%20handshake%20with%20a%20businessman%20sitting%20on%20sofa%20at%20office.jpegBusinesswoman doing handshake with a businessman sitting on sofa at officeBusinesswoman doing handshake with a businessman sitting on sofa at officehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG2ov1B2l8.pngCanva Design DAG2ov1B2l8Canva Design DAG2ov1B2l8https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIEgalutY.pngCanva Design DAHIEgalutYCanva Design DAHIEgalutY2023-11-14https://www.jec-llc.com/blog/loss-carrybacks-the-best-strategy-for-2020https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Lovers%20on%20the%20bench.jpegLovers on the benchLovers on the benchhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/Close-up-of-Business-woman-1080x675.jpgClose-up-of-Business-woman-1080x675Close-up-of-Business-woman-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHFiilOdZ4.pngCanva Design DAHFiilOdZ4Canva Design DAHFiilOdZ4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/calculator-hands-1080x675.jpgperson using calculator on deskcalculator-hands-1080x6752023-02-21https://www.jec-llc.com/blog/top-10-tax-mistakes-small-business-owners-make-and-how-to-steer-clear-of-themhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG3xLp0Nuc.pngCanva Design DAG3xLp0NucCanva Design DAG3xLp0Nuchttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGUNG6l54k.pngCanva Design DAGUNG6l54kCanva Design DAGUNG6l54khttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGXg3Yo7x4.pngCanva Design DAGXg3Yo7x4Canva Design DAGXg3Yo7x4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGWSro0XzQ.pngCanva Design DAGWSro0XzQCanva Design DAGWSro0XzQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)2024-10-24https://www.jec-llc.com/family-business-strategyhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Structured%20Redemption%20Business%20Exit%20Strategy.mp4/medium.jpgStructured Redemption Business Exit StrategyAre you a family business owner contemplating the transition of your enterprise? Explore a transformative approach to business succession that could redefine your exit strategy. In this video, we delve into a lesser-known yet highly effective method for transitioning your family business: structured redemption. Most owners often face the dilemma of selling to a third party, relying on family members to buy them out, or discounting the business to facilitate a sale. However, structured redemption offers a win-win solution that transcends these traditional options. Key insights covered in this video include: - **Understanding Structured Redemption**: Learn how this private equity strategy allows business owners to redeem their interest over time without the burdens of outside financing or upfront purchase prices. - **Benefits of a Structured Approach**: Discover how structured redemption alleviates the pressure from heavy bank loans, preserves the fair market value of your business, and can significantly reduce transaction taxes when implemented correctly. - **The Importance of Expert Guidance**: Understand the critical role of specialized advisors in structuring your redemption plan to ensure optimal tax outcomes and compliance. - **Explore Your Options**: Before making any decisions regarding selling, borrowing, or discounting your business, gain clarity on the full range of options available to you. By the end of this video, you will gain valuable knowledge on how to navigate the complexities of business transitions while safeguarding your legacy and maximizing value. Join us to explore how structured redemption can be the strategic move you didn’t know you needed.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Structured%20Redemption%20Business%20Exit%20Strategy.mp488nonoStructuredRedemptionBusinessSuccessionPlanningFamilyBusinessTransitionTaxEfficientExithttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Warren%20Deitel%202025.mp4/medium.jpgWarren Deitel 2025Warren Deitel 2025https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Warren%20Deitel%202025.mp4183nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Brian%20Sump%20Testimonial.mp4/medium.jpgBrian Sump TestimonialBrian Sump Testimonialhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Brian%20Sump%20Testimonial.mp4266nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Jonas%20Angus%202025.mp4/medium.jpgJonas Angus 2025Jonas Angus 2025https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Jonas%20Angus%202025.mp4105nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Cunningham%20&%20Associates%20Family%20Business.mp4/medium.jpgCunningham & Associates Family BusinessNavigating the complexities of family business decisions is not just about the numbers; it's about relationships, legacy, and priorities. In this insightful video, we explore the unique challenges faced by family-owned businesses and how Cunningham and Associates, a family business ourselves, is uniquely positioned to provide tailored support. Key topics covered in this video include: - The emotional and financial intricacies of family business decision-making. - The importance of legacy and relationships in shaping financial strategies. - How Cunningham and Associates combines technical expertise with a personal touch to serve family business clients effectively. Viewers will gain valuable insights into the unique dynamics of family businesses, understanding that decisions often intertwine personal values with financial goals. We emphasize how our family-oriented approach makes a significant difference in the advisory services we offer, ensuring that your family's legacy is preserved while achieving financial success. Join us as we delve into the world of family business consulting and discover how we can help you navigate your challenges with confidence and care. Embrace the power of a family business that understands your needs—because at Cunningham and Associates, we believe that together, we can build a prosperous future for your family legacy.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Cunningham%20&%20Associates%20Family%20Business.mp431nonoLegacyPlanningFamilyBusinessRelationshipAdvisorsFamilyOwnedConsultingBusinessDecisionSupporthttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/CTA%20Collage%20(1).pngCTA Collage (1)CTA Collage (1)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/2-Feb-05-2026-03-12-52-4427-PM.png2-Feb-05-2026-03-12-52-4427-PM2-Feb-05-2026-03-12-52-4427-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/3-Apr-01-2025-05-28-28-5822-PM.png3-Apr-01-2025-05-28-28-5822-PM3-Apr-01-2025-05-28-28-5822-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG4aoTQ59g.pngCanva Design DAG4aoTQ59gCanva Design DAG4aoTQ59ghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGmOoThIBQ.pngCanva Design DAGmOoThIBQCanva Design 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DAF_NjIEQDQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/leaking%20bucket.pngleaking bucketleaking buckethttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Add%20a%20heading-2.pngAdd a heading-2Add a heading-2https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGeJk8Uhk0.pngCanva Design DAGeJk8Uhk0Canva Design DAGeJk8Uhk0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)2024-12-10https://www.jec-llc.comhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(3)-1.mp4/medium.jpgUntitled design (3)-1Untitled design (3)-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(3)-1.mp414nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp4/medium.jpgSection 1202 (2)Are you a business owner looking to maximize your sale profits in the next few years? The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Brian%20Sump%20Testimonial.mp4/medium.jpgBrian Sump TestimonialBrian Sump Testimonialhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Brian%20Sump%20Testimonial.mp4266nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(4)-1.mp4/medium.jpgUntitled design (4)-1Untitled design (4)-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(4)-1.mp413nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(2)-3.mp4/medium.jpgUntitled design (2)-3Untitled design (2)-3https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(2)-3.mp415nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp4/medium.jpgWhat is Tax Drag? And How to Eliminate It.Is tax drag silently eroding your wealth? In this enlightening video, we uncover the hidden truth about how taxes can impede your financial growth and what you can do to mitigate their impact. Key takeaways from this video include: - Understanding tax drag and its effects on your investment returns and long-term wealth accumulation. - The importance of having a coordinated tax strategy in place to avoid unnecessary tax payments. - Insights into effective planning decisions that can enhance your wealth, from compensation structure to business setup and succession planning. - Strategies like tax-loss harvesting and asset location that keep more of your growth working for you. Join us as we explore how intentional tax planning and efficient investing can empower you to build and protect your wealth. Learn why successful business owners and high-net-worth families thrive on proactive tax strategies that go beyond just filing returns. At Cunningham & Associates, we believe that raising the anchor on your financial strategy is essential to achieving the wealth compounding you deserve. Connect with us today to start optimizing your tax strategy and securing your financial future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp497nonoWealthAccumulationTaxDragTaxStrategyFinancialPlanningTaxEfficientInvestinghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Jonas%20Angus%202025.mp4/medium.jpgJonas Angus 2025Jonas Angus 2025https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Jonas%20Angus%202025.mp4105nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Warren%20Deitel%202025.mp4/medium.jpgWarren Deitel 2025Warren Deitel 2025https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Warren%20Deitel%202025.mp4183nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/service%20&%20implementation%20video.mp4/medium.jpgservice & implementation videoservice & implementation videohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/service%20&%20implementation%20video.mp416nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(71)-1.pngUntitled design (71)-1Untitled design (71)-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/1-Mar-28-2025-06-11-23-8684-PM.png1-Mar-28-2025-06-11-23-8684-PM1-Mar-28-2025-06-11-23-8684-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/2-Mar-28-2025-06-11-23-7285-PM.png2-Mar-28-2025-06-11-23-7285-PM2-Mar-28-2025-06-11-23-7285-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(69).pngUntitled design (69)Untitled design (69)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(68).pngUntitled design (68)Untitled design (68)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20Design%20DAGzb4JX57A.pngCanva Design DAGzb4JX57ACanva Design DAGzb4JX57Ahttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/4-Apr-01-2025-05-28-40-3334-PM.png4-Apr-01-2025-05-28-40-3334-PM4-Apr-01-2025-05-28-40-3334-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/1-Apr-01-2025-05-28-11-6137-PM.png1-Apr-01-2025-05-28-11-6137-PM1-Apr-01-2025-05-28-11-6137-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/3-Mar-28-2025-06-11-23-7721-PM.png3-Mar-28-2025-06-11-23-7721-PM3-Mar-28-2025-06-11-23-7721-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/new%20concept%20hero%20(2).pngnew concept hero (2)new concept hero (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIKivOF74.pngCanva Design DAHIKivOF74Canva Design DAHIKivOF74https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/4-Mar-28-2025-06-11-23-7845-PM.png4-Mar-28-2025-06-11-23-7845-PM4-Mar-28-2025-06-11-23-7845-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIJy_YS10.pngCanva Design DAHIJy_YS10Canva Design DAHIJy_YS10https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/pillars%20(7).pngpillars (7)pillars (7)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/2-Apr-01-2025-05-27-54-3571-PM.png2-Apr-01-2025-05-27-54-3571-PM2-Apr-01-2025-05-27-54-3571-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/3-Apr-01-2025-05-28-28-5822-PM.png3-Apr-01-2025-05-28-28-5822-PM3-Apr-01-2025-05-28-28-5822-PM2026-03-19https://www.jec-llc.com/blog/choosing-an-ma-advisor-what-to-look-forhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Why%20Headline%20Price%20Is%20The%20Wrong%20Metric%20When%20Selling%20Your%20Business.mp4/medium.jpgWhy Price Is The Wrong Metric When Selling Your BusinessAre you contemplating selling your business but unsure about the right approach? In this video, we unravel the complexities of business sales and why focusing solely on price can lead to unexpected losses. Key points covered in this insightful discussion include: - **The Right Metrics**: Understand why the headline sale price is not the ultimate goal. Learn how proceeds, structure, and timing can significantly impact your financial outcome. - **Value vs. Price**: Discover how business owners often overlook the importance of after-tax proceeds, leading to value erosion during the sale process. - **Proactive Planning**: Explore the importance of strategic planning before entering negotiations. We'll discuss how decisions made too late in the process can be costly and complicated. - **Key Considerations**: Gain insights into protecting four crucial aspects during a business sale: value, terms, certainty of close, and after-tax proceeds. By the end of this video, you'll have a clearer understanding of how to navigate the sale of your business effectively, ensuring you maximize your financial legacy. Don’t let common pitfalls compromise your goals. Join us to transform your business sale experience into a successful and rewarding journey.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Why%20Headline%20Price%20Is%20The%20Wrong%20Metric%20When%20Selling%20Your%20Business.mp482nonoAfterTaxProceedsSellingYourBusinessStrategicNegotiationValueVsPriceBusinessSalePlanninghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Structured%20Redemption%20Business%20Exit%20Strategy.mp4/medium.jpgStructured Redemption Business Exit StrategyAre you a family business owner contemplating the transition of your enterprise? Explore a transformative approach to business succession that could redefine your exit strategy. In this video, we delve into a lesser-known yet highly effective method for transitioning your family business: structured redemption. Most owners often face the dilemma of selling to a third party, relying on family members to buy them out, or discounting the business to facilitate a sale. However, structured redemption offers a win-win solution that transcends these traditional options. Key insights covered in this video include: - **Understanding Structured Redemption**: Learn how this private equity strategy allows business owners to redeem their interest over time without the burdens of outside financing or upfront purchase prices. - **Benefits of a Structured Approach**: Discover how structured redemption alleviates the pressure from heavy bank loans, preserves the fair market value of your business, and can significantly reduce transaction taxes when implemented correctly. - **The Importance of Expert Guidance**: Understand the critical role of specialized advisors in structuring your redemption plan to ensure optimal tax outcomes and compliance. - **Explore Your Options**: Before making any decisions regarding selling, borrowing, or discounting your business, gain clarity on the full range of options available to you. By the end of this video, you will gain valuable knowledge on how to navigate the complexities of business transitions while safeguarding your legacy and maximizing value. Join us to explore how structured redemption can be the strategic move you didn’t know you needed.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Structured%20Redemption%20Business%20Exit%20Strategy.mp488nonoStructuredRedemptionBusinessSuccessionPlanningFamilyBusinessTransitionTaxEfficientExithttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHGYojT6Do.pngCanva Design DAHGYojT6DoCanva Design DAHGYojT6Dohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Increasing%20cash%20flow%20through%20income%20tax%20reduction-Jul-19-2024-01-36-27-4416-PM.pngIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGXmBq3u9s.pngCanva Design DAGXmBq3u9sCanva Design DAGXmBq3u9s2026-07-31https://www.jec-llc.com/blog/5-cost-segregation-real-estate-tipshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Add%20a%20heading-1.pngAdd a heading-1Add a heading-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGxRlnlRAw.pngCanva Design DAGxRlnlRAwCanva Design DAGxRlnlRAwhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_9l55OdY.pngCanva Design DAF_9l55OdYCanva Design DAF_9l55OdYhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Blog%20%2313%20-%205%20Cost%20Segregation%20Real%20Estate%20Tips.jpegBlog #13 - 5 Cost Segregation Real Estate TipsBlog #13 - 5 Cost Segregation Real Estate Tips2023-07-25https://www.jec-llc.com/blog/why-the-best-family-business-exits-or-transitions-start-years-before-youre-readyhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp4/medium.jpgSection 1202 (2)Are you a business owner looking to maximize your sale profits in the next few years? The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGtKURGMss.pngCanva Design DAGtKURGMssCanva Design DAGtKURGMsshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHGYojT6Do.pngCanva Design DAHGYojT6DoCanva Design DAHGYojT6Dohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIJy_YS10.pngCanva Design DAHIJy_YS10Canva Design DAHIJy_YS10https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGzQ6Kf4No.pngCanva Design DAGzQ6Kf4NoCanva Design DAGzQ6Kf4Nohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)2026-04-29https://www.jec-llc.com/one-big-beautiful-bill-acthttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp4/medium.jpgSection 1202 (2)Are you a business owner looking to maximize your sale profits in the next few years? The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGtcgfn8ag.pngCanva Design DAGtcgfn8agCanva Design DAGtcgfn8aghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGtdHL7VeA.pngCanva Design DAGtdHL7VeACanva Design DAGtdHL7VeAhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(71)-1.pngUntitled design (71)-1Untitled design (71)-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGth1pUtKY.pngCanva Design DAGth1pUtKYCanva Design DAGth1pUtKYhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/The%20One%20Big%20Beautiful%20Bill%20Act.pngThe One Big Beautiful Bill ActThe One Big Beautiful Bill Acthttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGtcj3UhfQ.pngCanva Design DAGtcj3UhfQCanva Design DAGtcj3UhfQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGtcytzseU.pngCanva Design DAGtcytzseUCanva Design DAGtcytzseU2025-10-24https://www.jec-llc.com/blog/the-fed-just-cut-rates-heres-why-thats-good-news-if-youre-thinking-about-selling-your-businesshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGwDpJ-6DM.pngCanva Design DAGwDpJ-6DMCanva Design DAGwDpJ-6DMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGtKURGMss.pngCanva Design DAGtKURGMssCanva Design DAGtKURGMsshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGzQ6Kf4No.pngCanva Design DAGzQ6Kf4NoCanva Design DAGzQ6Kf4Nohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHAS8PAMJ0.pngCanva Design DAHAS8PAMJ0Canva Design DAHAS8PAMJ02025-09-17https://www.jec-llc.com/blog/business-exit-tips-selling-companyhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGbdJ1DJoM.pngCanva Design DAGbdJ1DJoMCanva Design DAGbdJ1DJoMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_86902597%20(1).jpegAdobeStock_86902597 (1)AdobeStock_86902597 (1)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/Two-people-in-the-restaurant-sitting-by-a-window-brainstorming.jpgTwo people in the restaurant sitting by a window brainstormingTwo-people-in-the-restaurant-sitting-by-a-window-brainstorminghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_214390304%20(1).jpegAdobeStock_214390304 (1)AdobeStock_214390304 (1)2023-06-14https://www.jec-llc.com/blog/optimizing-tax-strategy-for-seasonal-businesses-a-guidehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGXg3Yo7x4.pngCanva Design DAGXg3Yo7x4Canva Design DAGXg3Yo7x4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF8sCPCito.pngCanva Design DAF8sCPCitoCanva Design DAF8sCPCitohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHEOU0B1zE.pngCanva Design DAHEOU0B1zECanva Design DAHEOU0B1zEhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGcGFxwWUo.pngCanva Design DAGcGFxwWUoCanva Design DAGcGFxwWUo2024-12-10https://www.jec-llc.com/blog/navigating-the-tax-implications-of-sunsetting-accelerated-depreciation-for-real-estate-ownershttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Architecture.jpgArchitectureArchitecturehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF-jkKGnMw.pngCanva Design DAF-jkKGnMwCanva Design DAF-jkKGnMwhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/construction-workers.jpegconstruction-workersconstruction-workershttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Lovers%20on%20the%20bench.jpegLovers on the benchLovers on the benchhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2024-03-11https://www.jec-llc.com/integrated-tax-and-financial-analysishttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp4/medium.jpgWhat is Tax Drag? And How to Eliminate It.Is tax drag silently eroding your wealth? In this enlightening video, we uncover the hidden truth about how taxes can impede your financial growth and what you can do to mitigate their impact. Key takeaways from this video include: - Understanding tax drag and its effects on your investment returns and long-term wealth accumulation. - The importance of having a coordinated tax strategy in place to avoid unnecessary tax payments. - Insights into effective planning decisions that can enhance your wealth, from compensation structure to business setup and succession planning. - Strategies like tax-loss harvesting and asset location that keep more of your growth working for you. Join us as we explore how intentional tax planning and efficient investing can empower you to build and protect your wealth. Learn why successful business owners and high-net-worth families thrive on proactive tax strategies that go beyond just filing returns. At Cunningham & Associates, we believe that raising the anchor on your financial strategy is essential to achieving the wealth compounding you deserve. Connect with us today to start optimizing your tax strategy and securing your financial future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp497nonoWealthAccumulationTaxDragTaxStrategyFinancialPlanningTaxEfficientInvestinghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Integrated%20Analysis%20page%20video.mp4/medium.jpgIntegrated Analysis page videoIntegrated Analysis page videohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Integrated%20Analysis%20page%20video.mp419nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Cunningham%20&%20Associates%20Family%20Business.mp4/medium.jpgCunningham & Associates Family BusinessNavigating the complexities of family business decisions is not just about the numbers; it's about relationships, legacy, and priorities. In this insightful video, we explore the unique challenges faced by family-owned businesses and how Cunningham and Associates, a family business ourselves, is uniquely positioned to provide tailored support. Key topics covered in this video include: - The emotional and financial intricacies of family business decision-making. - The importance of legacy and relationships in shaping financial strategies. - How Cunningham and Associates combines technical expertise with a personal touch to serve family business clients effectively. Viewers will gain valuable insights into the unique dynamics of family businesses, understanding that decisions often intertwine personal values with financial goals. We emphasize how our family-oriented approach makes a significant difference in the advisory services we offer, ensuring that your family's legacy is preserved while achieving financial success. Join us as we delve into the world of family business consulting and discover how we can help you navigate your challenges with confidence and care. 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In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIKivOF74.pngCanva Design DAHIKivOF74Canva Design DAHIKivOF74https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIJy_YS10.pngCanva Design DAHIJy_YS10Canva Design DAHIJy_YS10https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGktuj77Z4.pngCanva Design DAGktuj77Z4Canva Design DAGktuj77Z4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/2025%20site%20images.png2025 site images2025 site imageshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AI-Generated%20Media/Images/a%20man%20in%20silhouette%20standing%20on%20a%20precipice%20looking%20out%20toward%20the%20sunset%20with%20binoculars.jpega man in silhouette standing on a precipice looking out toward the sunset with binocularsa man in silhouette standing on a precipice looking out toward the sunset with binocularshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIEgalutY.pngCanva Design DAHIEgalutYCanva Design DAHIEgalutYhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGkDKhcySQ.pngCanva Design DAGkDKhcySQCanva Design DAGkDKhcySQ2025-10-24https://www.jec-llc.com/blog/what-is-the-ertc-4-things-you-need-to-knowhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_556323743%20(1).jpegAdobeStock_556323743 (1)AdobeStock_556323743 (1)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_315705083%20(1).jpegAdobeStock_315705083 (1)AdobeStock_315705083 (1)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/What%20Is%20the%20ERTC%3F%204%20Things%20You%20Need%20to%20Know.jpegWhat Is the ERTC? 4 Things You Need to KnowWhat Is the ERTC? 4 Things You 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(2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/Double-exposure-of-graph-and-rows-of-coins-for-finance-and-business-concept-1080x675.jpgDouble-exposure-of-graph-and-rows-of-coins-for-finance-and-business-concept-1080x675Double-exposure-of-graph-and-rows-of-coins-for-finance-and-business-concept-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/Businessman-analyzing-growing-3D-AR-chart-1080x675.jpgBusinessman-analyzing-growing-3D-AR-chart-1080x675Businessman-analyzing-growing-3D-AR-chart-1080x6752023-02-21https://www.jec-llc.com/blog/business-ownership-risk-management-5-key-areas-you-must-focus-onhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGUNG6l54k.pngCanva Design DAGUNG6l54kCanva Design DAGUNG6l54khttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGmUYu5PEQ.pngCanva Design DAGmUYu5PEQCanva Design DAGmUYu5PEQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_NjIEQDQ.pngCanva Design DAF_NjIEQDQCanva Design DAF_NjIEQDQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)2025-05-28https://www.jec-llc.com/blog/x-reasons-why-business-owners-should-never-file-their-taxes-onlinehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_NjIEQDQ.pngCanva Design DAF_NjIEQDQCanva Design DAF_NjIEQDQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHEOU0B1zE.pngCanva Design DAHEOU0B1zECanva Design DAHEOU0B1zEhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGCCnRsY-0.pngCanva Design DAGCCnRsY-0Canva Design DAGCCnRsY-0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGbbxO2lzg.pngCanva Design DAGbbxO2lzgCanva Design DAGbbxO2lzg2025-01-13https://www.jec-llc.com/blog/selling-in-2-5-years-your-exit-tax-rate-is-being-set-right-now-and-obbba-changes-everythinghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/OBBBA%20-%20What's%20In%20It%20For%20You%3F.mp4/medium.jpgOBBBA - What's In It For You?OBBBA - What's In It For You?https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/OBBBA%20-%20What's%20In%20It%20For%20You%3F.mp4158nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp4/medium.jpgSection 1202 (2)Are you a business owner looking to maximize your sale profits in the next few years? The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG2ov1B2l8.pngCanva Design DAG2ov1B2l8Canva Design DAG2ov1B2l8https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/leaking%20bucket.pngleaking bucketleaking buckethttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Increasing%20cash%20flow%20through%20income%20tax%20reduction-Jul-19-2024-01-36-27-4416-PM.pngIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHAS8PAMJ0.pngCanva Design DAHAS8PAMJ0Canva Design DAHAS8PAMJ02026-02-04https://www.jec-llc.com/blog/leveraging-tax-advantages-of-different-exit-optionshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGbdJ1DJoM.pngCanva Design DAGbdJ1DJoMCanva Design DAGbdJ1DJoMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHE49lNdds.pngCanva Design DAHE49lNddsCanva Design DAHE49lNddshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG2ov1B2l8.pngCanva Design DAG2ov1B2l8Canva Design DAG2ov1B2l8https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGHFu-jFiQ.pngCanva Design DAGHFu-jFiQCanva Design DAGHFu-jFiQ2024-07-17https://www.jec-llc.com/contact-us-coalition-0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Coalition%20Main%20Logo%20stacked@2x.pngCoalition Main Logo stacked@2xCoalition Main Logo stacked@2xhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/logo-cunningham.svglogo-cunninghamlogo-cunningham2024-01-05https://www.jec-llc.com/blog/understanding-the-upcoming-changes-in-the-federal-estate-tax-threshold-impacts-and-strategieshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_UhM4KpM.pngCanva Design DAF_UhM4KpMCanva Design DAF_UhM4KpMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/1-May-13-2024-12-32-41-4847-PM.png1-May-13-2024-12-32-41-4847-PM1-May-13-2024-12-32-41-4847-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGGuNzpCT4.pngCanva Design DAGGuNzpCT4Canva Design DAGGuNzpCT4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Human%20hands%20holding%20model%20of%20dream%20house.jpegHuman hands holding model of dream houseHuman hands holding model of dream househttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2024-01-24https://www.jec-llc.com/blog/entity-structure-the-one-big-beautiful-bill-and-selling-your-business-what-you-need-to-knowhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp4/medium.jpgSection 1202 (2)Are you a business owner looking to maximize your sale profits in the next few years? The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGzQ6Kf4No.pngCanva Design DAGzQ6Kf4NoCanva Design DAGzQ6Kf4Nohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGwDpJ-6DM.pngCanva Design DAGwDpJ-6DMCanva Design DAGwDpJ-6DMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_86902597%20(1).jpegAdobeStock_86902597 (1)AdobeStock_86902597 (1)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGtKURGMss.pngCanva Design DAGtKURGMssCanva Design DAGtKURGMss2025-09-17https://www.jec-llc.com/our-process-tax-reductionhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20(Blog%20Banner)%20(1).pngUntitled (Blog Banner) (1)Untitled (Blog Banner) (1)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20(Blog%20Banner)%20(2).pngUntitled (Blog Banner) (2)Untitled (Blog Banner) (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/4-Apr-01-2025-05-28-40-3334-PM.png4-Apr-01-2025-05-28-40-3334-PM4-Apr-01-2025-05-28-40-3334-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/3-Apr-01-2025-05-28-28-5822-PM.png3-Apr-01-2025-05-28-28-5822-PM3-Apr-01-2025-05-28-28-5822-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/2-Apr-01-2025-05-27-54-3571-PM.png2-Apr-01-2025-05-27-54-3571-PM2-Apr-01-2025-05-27-54-3571-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(85)-1.pngUntitled design (85)-1Untitled design (85)-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/pillars%20(7).pngpillars (7)pillars (7)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(84).pngUntitled design (84)Untitled design (84)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/2025%20site%20images%20(2).png2025 site images (2)2025 site images (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/1-Apr-01-2025-05-28-11-6137-PM.png1-Apr-01-2025-05-28-11-6137-PM1-Apr-01-2025-05-28-11-6137-PM2025-10-24https://www.jec-llc.com/blog/looking-to-exit-in-2027-your-tax-structuring-deadline-is-this-fallhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp4/medium.jpgSection 1202 (2)Are you a business owner looking to maximize your sale profits in the next few years? The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGwDpJ-6DM.pngCanva Design DAGwDpJ-6DMCanva Design DAGwDpJ-6DMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHAS8PAMJ0.pngCanva Design DAHAS8PAMJ0Canva Design DAHAS8PAMJ0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHBl9M8hb8.pngCanva Design DAHBl9M8hb8Canva Design DAHBl9M8hb82026-07-31https://www.jec-llc.com/cunningham-careers-tax-accountant-entry-levelhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)2025-05-22https://www.jec-llc.com/blog/planning-for-retirement-accounts-and-taxes-avoiding-beneficiary-mistakeshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGGt46SaBI.pngCanva Design DAGGt46SaBICanva Design DAGGt46SaBIhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/leaking%20bucket.pngleaking bucketleaking buckethttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_9l55OdY.pngCanva Design DAF_9l55OdYCanva Design DAF_9l55OdYhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGGtnXNeFY.pngCanva Design DAGGtnXNeFYCanva Design DAGGtnXNeFYhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2024-07-17https://www.jec-llc.com/construction-contact-ushttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/logo-cunningham.svglogo-cunninghamlogo-cunningham2024-06-18https://www.jec-llc.com/blog/8-signs-your-cpa-or-advisor-is-failing-youhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/leaking%20bucket.pngleaking bucketleaking buckethttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGgOoscNYQ.pngCanva Design DAGgOoscNYQCanva Design DAGgOoscNYQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGSbijEIyw.pngCanva Design DAGSbijEIywCanva Design DAGSbijEIywhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Add%20a%20heading-2.pngAdd a heading-2Add a 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DAG0wwEnK5Yhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Advanced%20Entity%20Structure.pngAdvanced Entity StructureAdvanced Entity Structurehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGxRlnlRAw.pngCanva Design DAGxRlnlRAwCanva Design DAGxRlnlRAwhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(37).pngUntitled design (37)Untitled design (37)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGzb4JX57A.pngCanva Design DAGzb4JX57ACanva Design DAGzb4JX57Ahttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/logo-cunningham.svglogo-cunninghamlogo-cunningham2025-05-01https://www.jec-llc.com/blog/top-5-tips-for-scaling-your-businesshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/2-business-people-looking-at-laptop.jpg2-business-people-looking-at-laptop2-business-people-looking-at-laptophttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/mari-helin-ilSnKT1IMxE-unsplash-1080x675.jpgmari-helin-ilSnKT1IMxE-unsplash-1080x675mari-helin-ilSnKT1IMxE-unsplash-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGcGFxwWUo.pngCanva Design DAGcGFxwWUoCanva Design DAGcGFxwWUohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_158401334%20(1).jpegAdobeStock_158401334 (1)AdobeStock_158401334 (1)2023-02-21https://www.jec-llc.com/blog/what-to-do-if-your-employee-retention-tax-credit-claim-ertc-is-being-audited...or-youre-concerned-it-might-behttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Green%20Office%20Folder%20with%20Inscription%20Audit%20on%20Office%20Desktop%20with%20Office%20Supplies%20and%20Modern%20Laptop.%20Audit%20Business%20Concept%20on%20Blurred%20Background.%20Audit%20-%20Toned%20Image.%203D-1.jpegGreen Office Folder with Inscription Audit on Office Desktop with Office Supplies and Modern Laptop. Audit Business Concept on Blurred Background. Audit - Toned Image. 3D-1Green Office Folder with Inscription Audit on Office Desktop with Office Supplies and Modern Laptop. Audit Business Concept on Blurred Background. Audit - Toned Image. 3D-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Add%20a%20heading-2.pngAdd a heading-2Add a heading-2https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGtKURGMss.pngCanva Design DAGtKURGMssCanva Design DAGtKURGMsshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/pexels-oleg-magni-2058147-1080x675.jpgTwo hands holding pencils pointing at paper on a deskpexels-oleg-magni-2058147-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2023-10-18https://www.jec-llc.com/blog/how-tax-efficient-deal-structures-shape-ma-outcomeshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Why%20Headline%20Price%20Is%20The%20Wrong%20Metric%20When%20Selling%20Your%20Business.mp4/medium.jpgWhy Price Is The Wrong Metric When Selling Your BusinessAre you contemplating selling your business but unsure about the right approach? In this video, we unravel the complexities of business sales and why focusing solely on price can lead to unexpected losses. Key points covered in this insightful discussion include: - **The Right Metrics**: Understand why the headline sale price is not the ultimate goal. Learn how proceeds, structure, and timing can significantly impact your financial outcome. - **Value vs. Price**: Discover how business owners often overlook the importance of after-tax proceeds, leading to value erosion during the sale process. - **Proactive Planning**: Explore the importance of strategic planning before entering negotiations. We'll discuss how decisions made too late in the process can be costly and complicated. - **Key Considerations**: Gain insights into protecting four crucial aspects during a business sale: value, terms, certainty of close, and after-tax proceeds. By the end of this video, you'll have a clearer understanding of how to navigate the sale of your business effectively, ensuring you maximize your financial legacy. Don’t let common pitfalls compromise your goals. Join us to transform your business sale experience into a successful and rewarding journey.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Why%20Headline%20Price%20Is%20The%20Wrong%20Metric%20When%20Selling%20Your%20Business.mp482nonoAfterTaxProceedsSellingYourBusinessStrategicNegotiationValueVsPriceBusinessSalePlanninghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Increasing%20cash%20flow%20through%20income%20tax%20reduction-Jul-19-2024-01-36-27-4416-PM.pngIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG2ov1B2l8.pngCanva Design DAG2ov1B2l8Canva Design DAG2ov1B2l8https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)2026-07-31https://www.jec-llc.com/careershttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/4-Apr-01-2025-05-28-40-3334-PM.png4-Apr-01-2025-05-28-40-3334-PM4-Apr-01-2025-05-28-40-3334-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/2-Apr-01-2025-05-27-54-3571-PM.png2-Apr-01-2025-05-27-54-3571-PM2-Apr-01-2025-05-27-54-3571-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/1-Apr-01-2025-05-28-11-6137-PM.png1-Apr-01-2025-05-28-11-6137-PM1-Apr-01-2025-05-28-11-6137-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/3-Apr-01-2025-05-28-28-5822-PM.png3-Apr-01-2025-05-28-28-5822-PM3-Apr-01-2025-05-28-28-5822-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGkzGOB5NQ.pngCanva Design DAGkzGOB5NQCanva Design DAGkzGOB5NQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)2025-09-24https://www.jec-llc.com/our-approach-eliminate-fragmentation-build-wealth-cunningham-associateshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Fragmentation.mp4/medium.jpgFragmentationAre you a business owner struggling with fragmented financial advice? Discover how Cunningham & Associates can streamline your financial planning and help you achieve your goals with our innovative Private Tax Advisory service. In this video, we address a common issue faced by business owners: the inefficiencies that arise when financial advisors work in silos. You may have a CPA, financial planner, banker, and attorney, but coordinating between them can lead to missed opportunities and a lack of cohesive strategy. We’ll explore: - The challenges of siloed financial planning and how it impacts your overall financial health. - The importance of having a single point of contact for all your financial advisory needs. - How our holistic approach ensures that your tax and financial planning align seamlessly. Key takeaways include actionable insights on how to reduce taxes, optimize your financial strategy, and enhance communication among your advisors. At Cunningham & Associates, we are dedicated to simplifying the complexities of financial planning. Our commitment to your success means we only get paid when we deliver results. If you’re serious about taking control of your financial future, reach out to our team today and start building a more profitable, efficient financial strategy.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Fragmentation.mp4118nonoTaxAdvisoryFinancialPlanningHolisticApproachBusinessOwnersFragmentationhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/C&A%20Private%20Tax%20Strategy.mp4/medium.jpgC&A Private Tax StrategyAre you a business owner or high-net-worth individual struggling with fragmented financial advice? Discover how Cunningham & Associates transforms your financial strategy into a cohesive plan that maximizes your wealth. In this video, we delve into the challenges faced by business owners and affluent families when managing their financial affairs. With multiple advisors—CPAs, wealth managers, and bankers—often working in isolation, critical opportunities for wealth enhancement can slip through the cracks. Our approach at Cunningham & Associates is different. We offer a private tax advisory service that integrates all aspects of your financial plan, ensuring that every decision aligns to foster growth. Key topics covered in this video include: - The importance of a coordinated financial strategy that encompasses tax, investing, compensation, business structure, exit planning, and estate management. - Our unique framework for translating strategy into actionable results, complete with measurable outcomes. - The creation and management of three essential documents: the private tax plan, the enterprise scorecard, and the relationship scorecard, which collectively track progress and ROI. By choosing Cunningham & Associates, you gain a central trusted advisor who owns timelines, deliverables, and execution—resulting in no friction, no surprises, and faster implementation of your financial goals. Our commitment to performance is reflected in our value-driven model: if we don’t perform, we don’t get paid. If you’re ready to eliminate fragmentation and build lasting wealth, this video will guide you on the path to a more secure financial future. Schedule your 15-minute consultation today; it could change your financial trajectory forever.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/C&A%20Private%20Tax%20Strategy.mp4126nonoTaxAdvisoryWealthManagementCunninghamAssociatesPrivateTaxStrategyFinancialPlanninghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/The%20Private%20Tax%20Plan.mp4/medium.jpgThe Private Tax PlanAre you ready to take control of your financial future with a personalized approach to tax planning? In this video, we delve into the concept of a private tax plan—what it is and how it can revolutionize your financial strategy. **Key Insights Covered:** - **Definition and Importance**: Understand what a private tax plan is and how it differs from traditional tax advice. Discover its role as a living, measurable framework tailored to your business and life. - **Core Components**: Learn about the three foundational documents that drive your private tax strategy: a multiyear roadmap for financial efficiency, an enterprise scorecard for tracking performance, and a relationship scorecard that ensures accountability and transparency. - **Proactive Management**: See how our approach goes beyond reactive strategies. We focus on planning ahead to help you control outcomes—adaptable to changes in your business, compensation, or family priorities. - **Collaboration and Accountability**: Discover how we work with your trusted partners to ensure seamless integration of all aspects of your financial landscape, providing clarity, control, and confidence in your financial decisions. By the end of this video, you will gain actionable insights into how Cunningham & Associates can empower you through an expertly designed tax strategy. Request a consultation today and start building a future where your financial goals are within reach.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/The%20Private%20Tax%20Plan.mp4134nonoTaxStrategyDataDrivenApproachFinancialPlanningPersonalizedTaxSolutionsPrivateTaxPlanhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/hand-shake-partnership-1.jpghand-shake-partnership-1hand-shake-partnership-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(73)-1.pngUntitled design (73)-1Untitled design (73)-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/2025%20site%20images%20(2).png2025 site images (2)2025 site images (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG4B3kR8y4.pngCanva Design DAG4B3kR8y4Canva Design DAG4B3kR8y4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG38-6HZhM.pngCanva Design 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The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp4/medium.jpgWhat is Tax Drag? And How to Eliminate It.Is tax drag silently eroding your wealth? In this enlightening video, we uncover the hidden truth about how taxes can impede your financial growth and what you can do to mitigate their impact. 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DAGELM9AqI8https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/Cunningham-Associates-Merger-Acquisition-Valuation-1080x675.jpgCunningham-Associates-Merger-Acquisition-Valuation-1080x675Cunningham-Associates-Merger-Acquisition-Valuation-1080x6752024-05-22https://www.jec-llc.com/blog/beyond-taxes-how-a-tax-advisor-can-streamline-improve-your-business-operationshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGHGkoVjYw.pngCanva Design DAGHGkoVjYwCanva Design DAGHGkoVjYwhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Increasing%20cash%20flow%20through%20income%20tax%20reduction-Jul-19-2024-01-36-27-4416-PM.pngIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/planning-1080x675.jpgplanning-1080x675planning-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)2024-11-01https://www.jec-llc.com/tax-reductionhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Advisory%20is%20Broken%20(subtitled).mp4/medium.jpgTax Advisory is Broken (subtitled)Tax Advisory is Broken (subtitled)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Advisory%20is%20Broken%20(subtitled).mp478nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Cost%20Segregation.mp4/medium.jpgCost Segregation StudiesAre you a real estate owner considering a cost segregation study? Before you proceed, learn what pitfalls to avoid to maximize your tax savings. In this video, we delve into essential insights regarding cost segregation studies and their integration into a comprehensive tax strategy. Gain a clear understanding of how eligible property components, such as furniture, fixtures, and specialized systems, can accelerate depreciation and reduce taxable income. Key topics covered include: - The importance of aligning cost segregation studies with your broader tax strategy to avoid penalties and maximize benefits. - Common mistakes that lead to misclassification of income and missed opportunities for deductions. - The implications of conducting a study in isolation, including potential state tax considerations and the impact on future business valuations. Key takeaways: - Understand how to coordinate your cost segregation study with other deductions for optimal tax efficiency. - Learn about the risks of misdisposition and misclassification, which can lead to significant tax liabilities. - Discover the advantages of consulting with a tax advisor to develop a holistic financial and investment strategy. Don't let your tax-saving potential go untapped. If you're ready to explore how a cost segregation study can benefit your real estate investments, reach out to our expert team at Cunningham & Associates today. Your path to strategic tax savings begins here.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Cost%20Segregation.mp4239nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tax%20Reduction%20page%20video.mp4/medium.jpgTax Reduction page videoTax Reduction page videohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tax%20Reduction%20page%20video.mp421nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tax%20Reduction%20page%20video-1.mp4/medium.jpgTax Reduction page video-1Tax Reduction page video-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tax%20Reduction%20page%20video-1.mp421nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp4/medium.jpgWhat is Tax Drag? And How to Eliminate It.Is tax drag silently eroding your wealth? In this enlightening video, we uncover the hidden truth about how taxes can impede your financial growth and what you can do to mitigate their impact. Key takeaways from this video include: - Understanding tax drag and its effects on your investment returns and long-term wealth accumulation. - The importance of having a coordinated tax strategy in place to avoid unnecessary tax payments. - Insights into effective planning decisions that can enhance your wealth, from compensation structure to business setup and succession planning. - Strategies like tax-loss harvesting and asset location that keep more of your growth working for you. Join us as we explore how intentional tax planning and efficient investing can empower you to build and protect your wealth. Learn why successful business owners and high-net-worth families thrive on proactive tax strategies that go beyond just filing returns. At Cunningham & Associates, we believe that raising the anchor on your financial strategy is essential to achieving the wealth compounding you deserve. Connect with us today to start optimizing your tax strategy and securing your financial future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp497nonoWealthAccumulationTaxDragTaxStrategyFinancialPlanningTaxEfficientInvestinghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/1-Apr-01-2025-01-32-19-7554-PM.png1-Apr-01-2025-01-32-19-7554-PM1-Apr-01-2025-01-32-19-7554-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AI-Generated%20Media/Images/beat%20up%20old%20push%20lawn%20mower%20sitting%20amongst%20a%20bunch%20of%20weeds%20on%20a%20dead%20lawn-1.jpegbeat up old push lawn mower sitting amongst a bunch of weeds on a dead lawn-1beat up old push lawn mower sitting amongst a bunch of weeds on a dead lawn-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo 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(3)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/4-Apr-01-2025-01-32-19-7494-PM.png4-Apr-01-2025-01-32-19-7494-PM4-Apr-01-2025-01-32-19-7494-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/3-Apr-01-2025-01-32-19-7281-PM.png3-Apr-01-2025-01-32-19-7281-PM3-Apr-01-2025-01-32-19-7281-PM2026-02-27https://www.jec-llc.com/blog/what-is-private-tax-advisory-reallyhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Increasing%20cash%20flow%20through%20income%20tax%20reduction-Jul-19-2024-01-36-27-4416-PM.pngIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF8mF1Qxrk.pngCanva Design DAF8mF1QxrkCanva Design DAF8mF1Qxrkhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGnWtf-H4c.pngCanva Design DAGnWtf-H4cCanva Design DAGnWtf-H4chttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/1-Sep-26-2024-06-19-07-8198-PM.png1-Sep-26-2024-06-19-07-8198-PM1-Sep-26-2024-06-19-07-8198-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner 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penman-writing-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(37).pngUntitled design (37)Untitled design (37)2024-12-03https://www.jec-llc.com/blog/untapping-your-executive-effectiveness-in-2021https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGCCnRsY-0.pngCanva Design DAGCCnRsY-0Canva Design DAGCCnRsY-0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF-jkKGnMw.pngCanva Design DAF-jkKGnMwCanva Design DAF-jkKGnMwhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/Businesspeople-discussing-together-in-conference-room-1080x675.jpgBusinesspeople-discussing-together-in-conference-room-1080x675Businesspeople-discussing-together-in-conference-room-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF8sCPCito.pngCanva Design DAF8sCPCitoCanva Design 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Cunningham2023-06-14https://www.jec-llc.com/blog/who-is-your-taxpayer-archetypehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/2-Sep-26-2024-06-19-07-7558-PM.png2-Sep-26-2024-06-19-07-7558-PM2-Sep-26-2024-06-19-07-7558-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/1-Sep-26-2024-06-19-07-8198-PM.png1-Sep-26-2024-06-19-07-8198-PM1-Sep-26-2024-06-19-07-8198-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/5-Sep-26-2024-06-19-07-8017-PM.png5-Sep-26-2024-06-19-07-8017-PM5-Sep-26-2024-06-19-07-8017-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG--n9ijQk.pngCanva Design DAG--n9ijQkCanva Design DAG--n9ijQkhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/4-Sep-26-2024-06-19-07-8154-PM.png4-Sep-26-2024-06-19-07-8154-PM4-Sep-26-2024-06-19-07-8154-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGnWtf-H4c.pngCanva Design DAGnWtf-H4cCanva Design DAGnWtf-H4chttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Increasing%20cash%20flow%20through%20income%20tax%20reduction-Jul-19-2024-01-36-27-4416-PM.pngIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMIncreasing cash flow through income tax 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Magnifying Glass on Old Paper with Red Vertical Line Background.Risk Management Concept. 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Wealth conceptPlant in pot shaped like graph. Wealth concepthttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tax%20Law%20-%20Folder%20Register%20Name%20in%20Directory.%20Colored%2c%20Blurred%20Image.%20Closeup%20View..jpegTax Law - Folder Register Name in Directory. Colored, Blurred Image. Closeup View.Tax Law - Folder Register Name in Directory. Colored, Blurred Image. Closeup View.2024-07-22https://www.jec-llc.com/blog/what-arnold-palmer-can-teach-us-about-taxes-the-four-pillars-of-tax-reductionhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/planning-1080x675.jpgplanning-1080x675planning-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGCCnRsY-0.pngCanva Design DAGCCnRsY-0Canva Design DAGCCnRsY-0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Increasing%20cash%20flow%20through%20income%20tax%20reduction-Jul-19-2024-01-36-27-4416-PM.pngIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHD1esTI7w.pngCanva Design DAHD1esTI7wCanva Design DAHD1esTI7whttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2024-07-22https://www.jec-llc.com/blog/a-different-and-dramatically-better-approach-to-a-family-business-transitionhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGHGkoVjYw.pngCanva Design DAGHGkoVjYwCanva Design DAGHGkoVjYwhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHE49lNdds.pngCanva Design DAHE49lNddsCanva Design DAHE49lNddshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIEgalutY.pngCanva Design DAHIEgalutYCanva Design DAHIEgalutYhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Add%20a%20heading-1.pngAdd a heading-1Add a heading-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)2026-04-01https://www.jec-llc.com/financial-planninghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Financial%20planning%20page%20video.mp4/medium.jpgFinancial planning page videoFinancial planning page videohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Financial%20planning%20page%20video.mp423nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp4/medium.jpgWhat is Tax Drag? And How to Eliminate It.Is tax drag silently eroding your wealth? In this enlightening video, we uncover the hidden truth about how taxes can impede your financial growth and what you can do to mitigate their impact. Key takeaways from this video include: - Understanding tax drag and its effects on your investment returns and long-term wealth accumulation. - The importance of having a coordinated tax strategy in place to avoid unnecessary tax payments. - Insights into effective planning decisions that can enhance your wealth, from compensation structure to business setup and succession planning. - Strategies like tax-loss harvesting and asset location that keep more of your growth working for you. Join us as we explore how intentional tax planning and efficient investing can empower you to build and protect your wealth. Learn why successful business owners and high-net-worth families thrive on proactive tax strategies that go beyond just filing returns. At Cunningham & Associates, we believe that raising the anchor on your financial strategy is essential to achieving the wealth compounding you deserve. Connect with us today to start optimizing your tax strategy and securing your financial future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp497nonoWealthAccumulationTaxDragTaxStrategyFinancialPlanningTaxEfficientInvestinghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGmOiTrdsA.pngCanva Design DAGmOiTrdsACanva Design DAGmOiTrdsAhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG--n9ijQk.pngCanva Design DAG--n9ijQkCanva Design DAG--n9ijQkhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGmOu0IRbg.pngCanva Design DAGmOu0IRbgCanva Design DAGmOu0IRbghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGkPLZSWLk.pngCanva Design DAGkPLZSWLkCanva Design DAGkPLZSWLkhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF01LeJVu8.pngCanva Design DAF01LeJVu8Canva Design DAF01LeJVu8https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/3-Mar-27-2025-06-07-51-8704-PM.png3-Mar-27-2025-06-07-51-8704-PM3-Mar-27-2025-06-07-51-8704-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_UhM4KpM.pngCanva Design DAF_UhM4KpMCanva Design DAF_UhM4KpMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGmOoThIBQ.pngCanva Design DAGmOoThIBQCanva Design DAGmOoThIBQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGnWtf-H4c.pngCanva Design DAGnWtf-H4cCanva Design DAGnWtf-H4chttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGmOvTbk2o.pngCanva Design DAGmOvTbk2oCanva Design DAGmOvTbk2ohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGmOpx-YDo.pngCanva Design DAGmOpx-YDoCanva Design DAGmOpx-YDo2025-10-24https://www.jec-llc.com/blog/cash-vs-accrualhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Add%20a%20heading-1.pngAdd a heading-1Add a heading-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Increasing%20cash%20flow%20through%20income%20tax%20reduction-Jul-19-2024-01-36-27-4416-PM.pngIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/tax-down-1080x675.jpgPerson drawing a line down from the word Taxtax-down-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/Closeup-the-silver-modern-pen-on-calculator-1080x675.jpgCloseup-the-silver-modern-pen-on-calculator-1080x675Closeup-the-silver-modern-pen-on-calculator-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)2023-08-09https://www.jec-llc.com/private-tax-planhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/The%20Private%20Tax%20Plan.mp4/medium.jpgThe Private Tax PlanAre you ready to take control of your financial future with a personalized approach to tax planning? In this video, we delve into the concept of a private tax plan—what it is and how it can revolutionize your financial strategy. **Key Insights Covered:** - **Definition and Importance**: Understand what a private tax plan is and how it differs from traditional tax advice. Discover its role as a living, measurable framework tailored to your business and life. - **Core Components**: Learn about the three foundational documents that drive your private tax strategy: a multiyear roadmap for financial efficiency, an enterprise scorecard for tracking performance, and a relationship scorecard that ensures accountability and transparency. - **Proactive Management**: See how our approach goes beyond reactive strategies. We focus on planning ahead to help you control outcomes—adaptable to changes in your business, compensation, or family priorities. - **Collaboration and Accountability**: Discover how we work with your trusted partners to ensure seamless integration of all aspects of your financial landscape, providing clarity, control, and confidence in your financial decisions. By the end of this video, you will gain actionable insights into how Cunningham & Associates can empower you through an expertly designed tax strategy. Request a consultation today and start building a future where your financial goals are within reach.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/The%20Private%20Tax%20Plan.mp4134nonoTaxStrategyDataDrivenApproachFinancialPlanningPersonalizedTaxSolutionsPrivateTaxPlanhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Integrated%20Analysis%20page%20video-1.mp4/medium.jpgIntegrated Analysis page video-1Integrated Analysis page video-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Integrated%20Analysis%20page%20video-1.mp419nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp4/medium.jpgWhat is Tax Drag? And How to Eliminate It.Is tax drag silently eroding your wealth? In this enlightening video, we uncover the hidden truth about how taxes can impede your financial growth and what you can do to mitigate their impact. Key takeaways from this video include: - Understanding tax drag and its effects on your investment returns and long-term wealth accumulation. - The importance of having a coordinated tax strategy in place to avoid unnecessary tax payments. - Insights into effective planning decisions that can enhance your wealth, from compensation structure to business setup and succession planning. - Strategies like tax-loss harvesting and asset location that keep more of your growth working for you. Join us as we explore how intentional tax planning and efficient investing can empower you to build and protect your wealth. Learn why successful business owners and high-net-worth families thrive on proactive tax strategies that go beyond just filing returns. At Cunningham & Associates, we believe that raising the anchor on your financial strategy is essential to achieving the wealth compounding you deserve. Connect with us today to start optimizing your tax strategy and securing your financial future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp497nonoWealthAccumulationTaxDragTaxStrategyFinancialPlanningTaxEfficientInvestinghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Jonas%20Angus%202025.mp4/medium.jpgJonas Angus 2025Jonas Angus 2025https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Jonas%20Angus%202025.mp4105nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Warren%20Deitel%202025.mp4/medium.jpgWarren Deitel 2025Warren Deitel 2025https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Warren%20Deitel%202025.mp4183nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Cunningham%20&%20Associates%20Family%20Business.mp4/medium.jpgCunningham & Associates Family BusinessNavigating the complexities of family business decisions is not just about the numbers; it's about relationships, legacy, and priorities. In this insightful video, we explore the unique challenges faced by family-owned businesses and how Cunningham and Associates, a family business ourselves, is uniquely positioned to provide tailored support. Key topics covered in this video include: - The emotional and financial intricacies of family business decision-making. - The importance of legacy and relationships in shaping financial strategies. - How Cunningham and Associates combines technical expertise with a personal touch to serve family business clients effectively. Viewers will gain valuable insights into the unique dynamics of family businesses, understanding that decisions often intertwine personal values with financial goals. We emphasize how our family-oriented approach makes a significant difference in the advisory services we offer, ensuring that your family's legacy is preserved while achieving financial success. Join us as we delve into the world of family business consulting and discover how we can help you navigate your challenges with confidence and care. Embrace the power of a family business that understands your needs—because at Cunningham and Associates, we believe that together, we can build a prosperous future for your family legacy.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Cunningham%20&%20Associates%20Family%20Business.mp431nonoLegacyPlanningFamilyBusinessRelationshipAdvisorsFamilyOwnedConsultingBusinessDecisionSupporthttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Brian%20Sump%20Testimonial.mp4/medium.jpgBrian Sump TestimonialBrian Sump Testimonialhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Brian%20Sump%20Testimonial.mp4266nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp4/medium.jpgSection 1202 (2)Are you a business owner looking to maximize your sale profits in the next few years? The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/service%20&%20implementation%20video-1.mp4/medium.jpgservice & implementation video-1service & implementation video-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/service%20&%20implementation%20video-1.mp416nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG4B3kR8y4.pngCanva Design DAG4B3kR8y4Canva Design DAG4B3kR8y4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/1000_F_47747648_wt1KEV5yPDU1FEeE1SofezhXgmcsKPM6.jpg1000_F_47747648_wt1KEV5yPDU1FEeE1SofezhXgmcsKPM61000_F_47747648_wt1KEV5yPDU1FEeE1SofezhXgmcsKPM6https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG4aiSGrk4.pngCanva Design DAG4aiSGrk4Canva Design DAG4aiSGrk4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/hand-shake-partnership.jpgTwo people shaking hands over a deskhand-shake-partnershiphttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG4aoOQSBI.pngCanva Design DAG4aoOQSBICanva Design DAG4aoOQSBIhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIEgalutY.pngCanva Design DAHIEgalutYCanva Design DAHIEgalutYhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/2025%20site%20images%20(2).png2025 site images (2)2025 site images (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIKivOF74.pngCanva Design DAHIKivOF74Canva Design DAHIKivOF74https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIJy_YS10.pngCanva Design DAHIJy_YS10Canva Design DAHIJy_YS10https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Minimalist%20Desktop%20Wallpaper%20with%20Infinity%20Ribbon%20(1)-2.pngMinimalist Desktop Wallpaper with Infinity Ribbon (1)-2Minimalist Desktop Wallpaper with Infinity Ribbon (1)-22026-03-19https://www.jec-llc.com/blog/expect-more-than-accounting.-customer-experience-in-tax-advisoryhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Advisory%20is%20Broken%20(subtitled).mp4/medium.jpgTax Advisory is Broken (subtitled)Tax Advisory is Broken (subtitled)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Advisory%20is%20Broken%20(subtitled).mp478nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGWSuhvYCE.pngCanva Design DAGWSuhvYCECanva Design DAGWSuhvYCEhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGbbxO2lzg.pngCanva Design DAGbbxO2lzgCanva Design DAGbbxO2lzghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF8sCPCito.pngCanva Design DAF8sCPCitoCanva Design DAF8sCPCitohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGcYksyyJ4.pngCanva Design DAGcYksyyJ4Canva Design DAGcYksyyJ42025-01-30https://www.jec-llc.com/blog/your-business-is-not-small-so-why-is-your-tax-supporthttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGT8VygWHg.pngCanva Design DAGT8VygWHgCanva Design DAGT8VygWHghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_239587170%20(1).jpegAdobeStock_239587170 (1)AdobeStock_239587170 (1)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Increasing%20cash%20flow%20through%20income%20tax%20reduction-Jul-19-2024-01-36-27-4416-PM.pngIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMIncreasing cash flow through income tax reduction-Jul-19-2024-01-36-27-4416-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG2ov1B2l8.pngCanva Design DAG2ov1B2l8Canva Design DAG2ov1B2l8https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2024-11-01https://www.jec-llc.com/advisory-assessment-cunningham-associateshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Warren%20Deitel%202025.mp4/medium.jpgWarren Deitel 2025Warren Deitel 2025https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Warren%20Deitel%202025.mp4183nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Jonas%20Angus%202025.mp4/medium.jpgJonas Angus 2025Jonas Angus 2025https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Jonas%20Angus%202025.mp4105nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Advisory%20is%20Broken%20(subtitled).mp4/medium.jpgTax Advisory is Broken (subtitled)Tax Advisory is Broken (subtitled)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Advisory%20is%20Broken%20(subtitled).mp478nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Brian%20Sump%20Testimonial.mp4/medium.jpgBrian Sump TestimonialBrian Sump Testimonialhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Brian%20Sump%20Testimonial.mp4266nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)2025-12-08https://www.jec-llc.com/blog/bigger-better-unpacking-the-new-section-1202-benefits-under-the-one-big-beautiful-bill-acthttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp4/medium.jpgSection 1202 (2)Are you a business owner looking to maximize your sale profits in the next few years? The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGtKURGMss.pngCanva Design DAGtKURGMssCanva Design DAGtKURGMsshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGzQ6Kf4No.pngCanva Design DAGzQ6Kf4NoCanva Design DAGzQ6Kf4Nohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/The%20One%20Big%20Beautiful%20Bill%20Act.pngThe One Big Beautiful Bill ActThe One Big Beautiful Bill Acthttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGwDpJ-6DM.pngCanva Design DAGwDpJ-6DMCanva Design DAGwDpJ-6DM2025-08-04https://www.jec-llc.com/blog/how-business-valuations-help-growing-companieshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Structured%20Redemption%20Business%20Exit%20Strategy.mp4/medium.jpgStructured Redemption Business Exit StrategyAre you a family business owner contemplating the transition of your enterprise? Explore a transformative approach to business succession that could redefine your exit strategy. In this video, we delve into a lesser-known yet highly effective method for transitioning your family business: structured redemption. Most owners often face the dilemma of selling to a third party, relying on family members to buy them out, or discounting the business to facilitate a sale. However, structured redemption offers a win-win solution that transcends these traditional options. Key insights covered in this video include: - **Understanding Structured Redemption**: Learn how this private equity strategy allows business owners to redeem their interest over time without the burdens of outside financing or upfront purchase prices. - **Benefits of a Structured Approach**: Discover how structured redemption alleviates the pressure from heavy bank loans, preserves the fair market value of your business, and can significantly reduce transaction taxes when implemented correctly. - **The Importance of Expert Guidance**: Understand the critical role of specialized advisors in structuring your redemption plan to ensure optimal tax outcomes and compliance. - **Explore Your Options**: Before making any decisions regarding selling, borrowing, or discounting your business, gain clarity on the full range of options available to you. By the end of this video, you will gain valuable knowledge on how to navigate the complexities of business transitions while safeguarding your legacy and maximizing value. Join us to explore how structured redemption can be the strategic move you didn’t know you needed.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Structured%20Redemption%20Business%20Exit%20Strategy.mp488nonoStructuredRedemptionBusinessSuccessionPlanningFamilyBusinessTransitionTaxEfficientExithttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Business%20Valuation.mp4/medium.jpgNo Cost Business Valuation for Business OwnersAre you aware of the true value of your business? Surprisingly, over 90% of business owners are not. This video dives into why understanding your business valuation is crucial for effective decision-making, whether you're planning an exit, seeking investment, or managing taxes. Key insights covered in this video include: - **The Importance of Valuation**: Learn why knowing your business's worth is critical for exit planning and negotiations. - **Market Dynamics**: Discover how market changes can impact your valuation and why regular updates are essential. - **Financial Health Analysis**: Understand how a valuation reveals your company's strengths, weaknesses, and growth potential. - **Risk Identification**: Gain insights into your risk profile, including market exposure and operational challenges. - **Actionable Strategies**: Find out how to leverage your valuation for better investment opportunities and proactive tax strategies. By watching this video, you will gain clarity on your business's financial health and actionable insights to maximize its potential. Don't leave your biggest asset to chance; contact Cunningham & Associates today for a no-cost estimation of your business value and ensure you're making informed decisions for your financial future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Business%20Valuation.mp4121nonoTaxPlanningExitPlanningFinancialHealthInvestmentStrategyBusinessValuationhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGFHKIw3ds.pngCanva Design DAGFHKIw3dsCanva Design DAGFHKIw3dshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/mari-helin-ilSnKT1IMxE-unsplash-1080x675.jpgmari-helin-ilSnKT1IMxE-unsplash-1080x675mari-helin-ilSnKT1IMxE-unsplash-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/Cunningham-Associates-Business-Valuation-1080x675.jpgCunningham-Associates-Business-Valuation-1080x675Cunningham-Associates-Business-Valuation-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2026-07-31https://www.jec-llc.com/blog/business-exit-strategy-why-is-it-importanthttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_214390304%20(1).jpegAdobeStock_214390304 (1)AdobeStock_214390304 (1)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_86902597%20(1).jpegAdobeStock_86902597 (1)AdobeStock_86902597 (1)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG3xLp0Nuc.pngCanva Design DAG3xLp0NucCanva Design DAG3xLp0Nuchttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/Two-people-in-the-restaurant-sitting-by-a-window-brainstorming.jpgTwo people in the restaurant sitting by a window brainstormingTwo-people-in-the-restaurant-sitting-by-a-window-brainstorming2023-06-14https://www.jec-llc.com/blog/how-to-measure-the-roi-of-employee-traininghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo 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papersplanning-1080x675-12023-02-21https://www.jec-llc.com/blog/calculate-business-valuehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG3xLp0Nuc.pngCanva Design DAG3xLp0NucCanva Design DAG3xLp0Nuchttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/pexels-thisisengineering-3862632.jpgWoman working in engineering labpexels-thisisengineering-3862632https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGELM9AqI8.pngCanva Design DAGELM9AqI8Canva Design DAGELM9AqI8https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/mari-helin-ilSnKT1IMxE-unsplash-1080x675.jpgmari-helin-ilSnKT1IMxE-unsplash-1080x675mari-helin-ilSnKT1IMxE-unsplash-1080x6752024-01-05https://www.jec-llc.com/in-the-news/prepare-for-the-end-of-the-employee-retention-tax-credithttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Ryan%20Foley%20-%20In%20The%20News.jpgRyan Foley - In The NewsRyan Foley - In The Newshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/C&A%20Logo%20-%20In%20the%20News3.pngCunningham & Associates LogoC&A Logo - In the 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(2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/group-of-business-people-at-conference-table.jpggroup of business people at conference tablegroup-of-business-people-at-conference-tablehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Engineers%20in%20mechanical%20factory%20reading%20instructions.jpegEngineers in mechanical factory reading instructionsEngineers in mechanical factory reading instructionshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Young%20worker%20working%20in%20workshop-1.jpegYoung worker working in workshop-1Young worker working in workshop-12023-02-21https://www.jec-llc.com/in-the-news/top-tax-tips-deduction-secrets-for-your-businesshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Bryan%20Acuto%20-%20In%20The%20News.webpBryan Acuto - In The NewsBryan Acuto - In The Newshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/C&A%20Logo%20-%20In%20the%20News3.pngCunningham & Associates LogoC&A Logo - In the News32023-02-21https://www.jec-llc.com/bloghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Cunningham%20&%20Associates%20Family%20Business.mp4/medium.jpgCunningham & Associates Family BusinessNavigating the complexities of family business decisions is not just about the numbers; it's about relationships, legacy, and priorities. In this insightful video, we explore the unique challenges faced by family-owned businesses and how Cunningham and Associates, a family business ourselves, is uniquely positioned to provide tailored support. Key topics covered in this video include: - The emotional and financial intricacies of family business decision-making. - The importance of legacy and relationships in shaping financial strategies. - How Cunningham and Associates combines technical expertise with a personal touch to serve family business clients effectively. Viewers will gain valuable insights into the unique dynamics of family businesses, understanding that decisions often intertwine personal values with financial goals. We emphasize how our family-oriented approach makes a significant difference in the advisory services we offer, ensuring that your family's legacy is preserved while achieving financial success. Join us as we delve into the world of family business consulting and discover how we can help you navigate your challenges with confidence and care. Embrace the power of a family business that understands your needs—because at Cunningham and Associates, we believe that together, we can build a prosperous future for your family legacy.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Cunningham%20&%20Associates%20Family%20Business.mp431nonoLegacyPlanningFamilyBusinessRelationshipAdvisorsFamilyOwnedConsultingBusinessDecisionSupporthttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp4/medium.jpgWhat is Tax Drag? And How to Eliminate It.Is tax drag silently eroding your wealth? In this enlightening video, we uncover the hidden truth about how taxes can impede your financial growth and what you can do to mitigate their impact. Key takeaways from this video include: - Understanding tax drag and its effects on your investment returns and long-term wealth accumulation. - The importance of having a coordinated tax strategy in place to avoid unnecessary tax payments. - Insights into effective planning decisions that can enhance your wealth, from compensation structure to business setup and succession planning. - Strategies like tax-loss harvesting and asset location that keep more of your growth working for you. Join us as we explore how intentional tax planning and efficient investing can empower you to build and protect your wealth. Learn why successful business owners and high-net-worth families thrive on proactive tax strategies that go beyond just filing returns. At Cunningham & Associates, we believe that raising the anchor on your financial strategy is essential to achieving the wealth compounding you deserve. Connect with us today to start optimizing your tax strategy and securing your financial future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp497nonoWealthAccumulationTaxDragTaxStrategyFinancialPlanningTaxEfficientInvestinghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Why%20Headline%20Price%20Is%20The%20Wrong%20Metric%20When%20Selling%20Your%20Business.mp4/medium.jpgWhy Price Is The Wrong Metric When Selling Your BusinessAre you contemplating selling your business but unsure about the right approach? In this video, we unravel the complexities of business sales and why focusing solely on price can lead to unexpected losses. Key points covered in this insightful discussion include: - **The Right Metrics**: Understand why the headline sale price is not the ultimate goal. Learn how proceeds, structure, and timing can significantly impact your financial outcome. - **Value vs. Price**: Discover how business owners often overlook the importance of after-tax proceeds, leading to value erosion during the sale process. - **Proactive Planning**: Explore the importance of strategic planning before entering negotiations. We'll discuss how decisions made too late in the process can be costly and complicated. - **Key Considerations**: Gain insights into protecting four crucial aspects during a business sale: value, terms, certainty of close, and after-tax proceeds. By the end of this video, you'll have a clearer understanding of how to navigate the sale of your business effectively, ensuring you maximize your financial legacy. Don’t let common pitfalls compromise your goals. Join us to transform your business sale experience into a successful and rewarding journey.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Why%20Headline%20Price%20Is%20The%20Wrong%20Metric%20When%20Selling%20Your%20Business.mp482nonoAfterTaxProceedsSellingYourBusinessStrategicNegotiationValueVsPriceBusinessSalePlanninghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp4/medium.jpgSection 1202 (2)Are you a business owner looking to maximize your sale profits in the next few years? The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Business%20Valuation.mp4/medium.jpgNo Cost Business Valuation for Business OwnersAre you aware of the true value of your business? Surprisingly, over 90% of business owners are not. This video dives into why understanding your business valuation is crucial for effective decision-making, whether you're planning an exit, seeking investment, or managing taxes. Key insights covered in this video include: - **The Importance of Valuation**: Learn why knowing your business's worth is critical for exit planning and negotiations. - **Market Dynamics**: Discover how market changes can impact your valuation and why regular updates are essential. - **Financial Health Analysis**: Understand how a valuation reveals your company's strengths, weaknesses, and growth potential. - **Risk Identification**: Gain insights into your risk profile, including market exposure and operational challenges. - **Actionable Strategies**: Find out how to leverage your valuation for better investment opportunities and proactive tax strategies. By watching this video, you will gain clarity on your business's financial health and actionable insights to maximize its potential. Don't leave your biggest asset to chance; contact Cunningham & Associates today for a no-cost estimation of your business value and ensure you're making informed decisions for your financial future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Business%20Valuation.mp4121nonoTaxPlanningExitPlanningFinancialHealthInvestmentStrategyBusinessValuationhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Structured%20Redemption%20Business%20Exit%20Strategy.mp4/medium.jpgStructured Redemption Business Exit StrategyAre you a family business owner contemplating the transition of your enterprise? Explore a transformative approach to business succession that could redefine your exit strategy. In this video, we delve into a lesser-known yet highly effective method for transitioning your family business: structured redemption. Most owners often face the dilemma of selling to a third party, relying on family members to buy them out, or discounting the business to facilitate a sale. However, structured redemption offers a win-win solution that transcends these traditional options. Key insights covered in this video include: - **Understanding Structured Redemption**: Learn how this private equity strategy allows business owners to redeem their interest over time without the burdens of outside financing or upfront purchase prices. - **Benefits of a Structured Approach**: Discover how structured redemption alleviates the pressure from heavy bank loans, preserves the fair market value of your business, and can significantly reduce transaction taxes when implemented correctly. - **The Importance of Expert Guidance**: Understand the critical role of specialized advisors in structuring your redemption plan to ensure optimal tax outcomes and compliance. - **Explore Your Options**: Before making any decisions regarding selling, borrowing, or discounting your business, gain clarity on the full range of options available to you. By the end of this video, you will gain valuable knowledge on how to navigate the complexities of business transitions while safeguarding your legacy and maximizing value. Join us to explore how structured redemption can be the strategic move you didn’t know you needed.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Structured%20Redemption%20Business%20Exit%20Strategy.mp488nonoStructuredRedemptionBusinessSuccessionPlanningFamilyBusinessTransitionTaxEfficientExithttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHE4el9OWM.pngCanva Design DAHE4el9OWMCanva Design DAHE4el9OWMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIJy_YS10.pngCanva Design DAHIJy_YS10Canva Design DAHIJy_YS10https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHFiilOdZ4.pngCanva Design DAHFiilOdZ4Canva Design DAHFiilOdZ4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo 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The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. Key takeaways include understanding the nuances of the One Big Beautiful Bill Act, its implications for your business sale, and strategies to enhance your financial position. Don’t miss this opportunity to potentially put more money in your pocket. Contact our team at Cunningham & Associates today for expert advice tailored to your unique situation. Let us help you leverage these changes effectively and secure a prosperous future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Section%201202%20(2).mp470nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Cost%20Segregation.mp4/medium.jpgCost Segregation StudiesAre you a real estate owner considering a cost segregation study? Before you proceed, learn what pitfalls to avoid to maximize your tax savings. In this video, we delve into essential insights regarding cost segregation studies and their integration into a comprehensive tax strategy. Gain a clear understanding of how eligible property components, such as furniture, fixtures, and specialized systems, can accelerate depreciation and reduce taxable income. Key topics covered include: - The importance of aligning cost segregation studies with your broader tax strategy to avoid penalties and maximize benefits. - Common mistakes that lead to misclassification of income and missed opportunities for deductions. - The implications of conducting a study in isolation, including potential state tax considerations and the impact on future business valuations. Key takeaways: - Understand how to coordinate your cost segregation study with other deductions for optimal tax efficiency. - Learn about the risks of misdisposition and misclassification, which can lead to significant tax liabilities. - Discover the advantages of consulting with a tax advisor to develop a holistic financial and investment strategy. Don't let your tax-saving potential go untapped. If you're ready to explore how a cost segregation study can benefit your real estate investments, reach out to our expert team at Cunningham & Associates today. Your path to strategic tax savings begins here.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Cost%20Segregation.mp4239nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp4/medium.jpgWhat is Tax Drag? And How to Eliminate It.Is tax drag silently eroding your wealth? In this enlightening video, we uncover the hidden truth about how taxes can impede your financial growth and what you can do to mitigate their impact. Key takeaways from this video include: - Understanding tax drag and its effects on your investment returns and long-term wealth accumulation. - The importance of having a coordinated tax strategy in place to avoid unnecessary tax payments. - Insights into effective planning decisions that can enhance your wealth, from compensation structure to business setup and succession planning. - Strategies like tax-loss harvesting and asset location that keep more of your growth working for you. Join us as we explore how intentional tax planning and efficient investing can empower you to build and protect your wealth. Learn why successful business owners and high-net-worth families thrive on proactive tax strategies that go beyond just filing returns. At Cunningham & Associates, we believe that raising the anchor on your financial strategy is essential to achieving the wealth compounding you deserve. Connect with us today to start optimizing your tax strategy and securing your financial future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp497nonoWealthAccumulationTaxDragTaxStrategyFinancialPlanningTaxEfficientInvestinghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/3-Mar-27-2025-06-07-51-8704-PM.png3-Mar-27-2025-06-07-51-8704-PM3-Mar-27-2025-06-07-51-8704-PMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIJy_YS10.pngCanva Design DAHIJy_YS10Canva Design 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Design DAGCCnRsY-02024-05-22https://www.jec-llc.com/blog/what-is-the-wealth-gaphttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp4/medium.jpgWhat is Tax Drag? And How to Eliminate It.Is tax drag silently eroding your wealth? In this enlightening video, we uncover the hidden truth about how taxes can impede your financial growth and what you can do to mitigate their impact. Key takeaways from this video include: - Understanding tax drag and its effects on your investment returns and long-term wealth accumulation. - The importance of having a coordinated tax strategy in place to avoid unnecessary tax payments. - Insights into effective planning decisions that can enhance your wealth, from compensation structure to business setup and succession planning. - Strategies like tax-loss harvesting and asset location that keep more of your growth working for you. Join us as we explore how intentional tax planning and efficient investing can empower you to build and protect your wealth. Learn why successful business owners and high-net-worth families thrive on proactive tax strategies that go beyond just filing returns. At Cunningham & Associates, we believe that raising the anchor on your financial strategy is essential to achieving the wealth compounding you deserve. 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And How to Eliminate It.Is tax drag silently eroding your wealth? In this enlightening video, we uncover the hidden truth about how taxes can impede your financial growth and what you can do to mitigate their impact. Key takeaways from this video include: - Understanding tax drag and its effects on your investment returns and long-term wealth accumulation. - The importance of having a coordinated tax strategy in place to avoid unnecessary tax payments. - Insights into effective planning decisions that can enhance your wealth, from compensation structure to business setup and succession planning. - Strategies like tax-loss harvesting and asset location that keep more of your growth working for you. Join us as we explore how intentional tax planning and efficient investing can empower you to build and protect your wealth. Learn why successful business owners and high-net-worth families thrive on proactive tax strategies that go beyond just filing returns. At Cunningham & Associates, we believe that raising the anchor on your financial strategy is essential to achieving the wealth compounding you deserve. Connect with us today to start optimizing your tax strategy and securing your financial future.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Marketing%20Videos/Tax%20Drag.mp497nonoWealthAccumulationTaxDragTaxStrategyFinancialPlanningTaxEfficientInvestinghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Hulbert%20Homes%20Tax%20Strategy%20Testimonial.mp4/medium.jpgMark Hulbert, Hulbert Homes, Cunningham& Associates TestimonialUnlock significant tax savings and streamline your business operations with expert insights from Mark Hulbert, owner of Hulbert Homes in Lakeland, Florida. In this compelling video, Mark shares his transformative experience working with the Cunningham team, highlighting how their proactive tax strategy has saved him hundreds of thousands of dollars. Key takeaways from this video include: - The importance of tailored tax advisory services in maximizing savings and reducing liabilities. - Real-life examples of how the Cunningham team quickly understood his business needs and delivered exceptional results in record time. - Insights into the professional, communicative approach that sets Cunningham & Associates apart in the financial services industry. Mark's story emphasizes the value of working with specialized tax advisors who not only possess deep industry knowledge but also prioritize understanding their clients’ unique situations. Discover how a focused and efficient approach can lead to remarkable financial outcomes for your business. Join us as we explore the critical role of expert tax advisory services in navigating the complexities of the tax landscape, ensuring compliance, and ultimately enhancing your financial success.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Testimonials/Hulbert%20Homes%20Tax%20Strategy%20Testimonial.mp4109nonoprivatetaxadvisorytaxstrategybusinessstrategytaxreductionhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2026-07-21https://www.jec-llc.com/blog/maximizing-tax-savings-with-automatic-accounting-changeshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo 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The One Big Beautiful Bill Act could transform your financial landscape. In this video, we break down how this groundbreaking legislation amends Section 1202 of the tax code, offering enhanced benefits for owners of qualified small business stock (QSBS). Here’s what you’ll learn: - **Reduced Holding Periods**: Discover how the holding period for QSBS has been lowered to three years for a 50% exclusion, four years for a 75% exclusion, and a full 100% exclusion after five years. - **Increased Capital Gains Exclusion**: Learn about the increase in the exclusion cap from $10 million to $15 million, adjusted for inflation, and how this can significantly impact your financial outcomes. - **Strategic Insights**: Whether you are already in the process of selling or considering future opportunities, we provide actionable advice on how to navigate these new rules for maximum benefit. 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