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instructionshttps://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/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)https://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/AdobeStock_158401334%20(1).jpegAdobeStock_158401334 (1)AdobeStock_158401334 (1)2023-07-12https://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/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/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/Canva%20images/Canva%20Design%20DAG38-6HZhM.pngCanva Design DAG38-6HZhMCanva Design DAG38-6HZhMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/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/pillars%20(7).pngpillars (7)pillars (7)https://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/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(73)-1.pngUntitled design (73)-1Untitled design (73)-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG4B3kR8y4.pngCanva Design DAG4B3kR8y4Canva Design DAG4B3kR8y4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Screenshot%202025-06-02%20at%2011.15.42%20AM.pngScreenshot 2025-06-02 at 11.15.42 AMScreenshot 2025-06-02 at 11.15.42 AMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(13)-1.pngUntitled design (13)-1Untitled design (13)-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2025-12-16https://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/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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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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(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%20DAF8sCPCito.pngCanva Design DAF8sCPCitoCanva Design DAF8sCPCitohttps://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%20DAGcYksyyJ4.pngCanva Design DAGcYksyyJ4Canva Design DAGcYksyyJ4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGWSuhvYCE.pngCanva Design DAGWSuhvYCECanva Design DAGWSuhvYCEhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom 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(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/Engineers%20in%20mechanical%20factory%20reading%20instructions.jpegEngineers in mechanical factory reading instructionsEngineers in mechanical factory reading instructionshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_-baNtEg.pngCanva Design DAF_-baNtEgCanva Design DAF_-baNtEg2024-05-22https://www.jec-llc.com/blog/why-price-is-the-wrong-metric-when-selling-your-businesshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGbdJ1DJoM.pngCanva Design DAGbdJ1DJoMCanva Design DAGbdJ1DJoMhttps://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 DAHBl9M8hb8https://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%20DAHAS8PAMJ0.pngCanva Design DAHAS8PAMJ0Canva Design DAHAS8PAMJ0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2026-02-18https://www.jec-llc.com/blog/choosing-the-best-tax-efficient-business-structurehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF8mEgHNPY.pngCanva Design DAF8mEgHNPYCanva Design DAF8mEgHNPYhttps://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%20DAF2xkNP-sQ.pngCanva Design DAF2xkNP-sQCanva Design DAF2xkNP-sQhttps://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 Cunningham2024-05-22https://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/leaking%20bucket.pngleaking bucketleaking buckethttps://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/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/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/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)2024-05-22https://www.jec-llc.com/financial-planninghttps://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/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/Canva%20images/Canva%20Design%20DAGnWtf-H4c.pngCanva Design DAGnWtf-H4cCanva Design DAGnWtf-H4chttps://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%20DAF01LeJVu8.pngCanva Design DAF01LeJVu8Canva Design DAF01LeJVu8https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGmOpx-YDo.pngCanva Design DAGmOpx-YDoCanva Design DAGmOpx-YDohttps://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%20DAGkPLZSWLk.pngCanva Design DAGkPLZSWLkCanva Design DAGkPLZSWLkhttps://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%20DAGmOoThIBQ.pngCanva Design DAGmOoThIBQCanva Design DAGmOoThIBQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGmOiTrdsA.pngCanva Design DAGmOiTrdsACanva Design DAGmOiTrdsAhttps://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%20DAF_UhM4KpM.pngCanva Design DAF_UhM4KpMCanva Design DAF_UhM4KpMhttps://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/Logos/cunningham-logo.pngcunningham-logocunningham-logo2025-10-24https://www.jec-llc.com/cunningham-careers-business-development-representativehttps://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-logo2025-05-22https://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/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/blog/why-workforce-development-matters-nowhttps://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/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/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/Cunningham_2023/Migration/board-meeting-1080x675.jpgboard-meeting-1080x675board-meeting-1080x6752023-02-21https://www.jec-llc.com/blog/transferable-enterprise-valuehttps://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/Cunningham_2023/Migration/linkedin-sales-solutions-46bom4lObsA-unsplash-1080x675.jpgTwo woman sitting at desk looking at computerlinkedin-sales-solutions-46bom4lObsA-unsplash-1080x675https://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/workers-in-conference-room-1080x675.jpgWorkers in conference room with skyscraper overlayworkers-in-conference-room-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/Businessman-analyzing-investment-charts-1080x675.jpgBusinessman-analyzing-investment-charts-1080x675Businessman-analyzing-investment-charts-1080x6752023-02-21https://www.jec-llc.com/blog/why-traditional-ma-advisors-arent-built-for-family-and-closely-held-businesseshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGmUYu5PEQ.pngCanva Design DAGmUYu5PEQCanva Design DAGmUYu5PEQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/planning-1080x675.jpgplanning-1080x675planning-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHCz3TQJPc.pngCanva Design DAHCz3TQJPcCanva Design DAHCz3TQJPchttps://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%20DAGcGFxwWUo.pngCanva Design DAGcGFxwWUoCanva Design DAGcGFxwWUo2026-03-05https://www.jec-llc.com/blog/9-tips-to-improve-cash-flow-for-construction-companieshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Architecture.jpgArchitectureArchitecturehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_-baNtEg.pngCanva Design DAF_-baNtEgCanva Design DAF_-baNtEghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/construction-workers.jpegconstruction-workersconstruction-workershttps://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%20DAGIrl3HuDw.pngCanva Design DAGIrl3HuDwCanva Design DAGIrl3HuDw2024-07-22https://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%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/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%20DAGtKURGMss.pngCanva Design DAGtKURGMssCanva Design DAGtKURGMsshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHGYojT6Do.pngCanva Design DAHGYojT6DoCanva Design DAHGYojT6Do2026-04-29https://www.jec-llc.com/blog/what-is-a-cost-segregation-studyhttps://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/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGXg3Yo7x4.pngCanva Design DAGXg3Yo7x4Canva Design DAGXg3Yo7x4https://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/Canva%20images/Canva%20Design%20DAF7S9rwvCY.pngCanva Design DAF7S9rwvCYCanva Design DAF7S9rwvCYhttps://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 Cunningham2023-08-08https://www.jec-llc.com/rd-tax-credits-2https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/arlington-research-kN_kViDchA0-unsplash-1080x675.jpgInside office buildingarlington-research-kN_kViDchA0-unsplash-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGxRlnlRAw.pngCanva Design DAGxRlnlRAwCanva Design DAGxRlnlRAwhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/noun-claim-6502294-E71E26%20(1).svgnoun-claim-6502294-E71E26 (1)noun-claim-6502294-E71E26 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If not, why?Do you know your true tax rate? If not, why?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/What%20is%20a%20Cost%20Segregation%20Study%3F.pngWhat is a Cost Segregation Study?What is a Cost Segregation Study?https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Tax%20Advisory%20is%20Broken..pngTax Advisory is Broken.Tax Advisory is Broken.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Businessman%20standing%20and%20holding%20a%20stop%20sign%20in%20front%20of%20his%20head.jpegBusinessman standing and holding a stop sign in front of his headBusinessman standing and holding a stop sign in front of his headhttps://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%20DAGkEVPbQOE.pngCanva Design DAGkEVPbQOECanva Design DAGkEVPbQOEhttps://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/pillars%20(7).pngpillars (7)pillars (7)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(71)-1-1.pngUntitled design (71)-1-1Untitled design (71)-1-12026-02-05https://www.jec-llc.com/cunningham-careers-financial-analysthttps://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)2025-09-09https://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/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/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/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/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/Canva%20images/Canva%20Design%20DAGkDKhcySQ.pngCanva Design DAGkDKhcySQCanva Design DAGkDKhcySQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGktuj77Z4.pngCanva Design DAGktuj77Z4Canva Design DAGktuj77Z4https://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%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/2785898/2025%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/Canva%20images/Canva%20Design%20DAHIEgalutY.pngCanva Design DAHIEgalutYCanva Design DAHIEgalutYhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIKivOF74.pngCanva Design DAHIKivOF74Canva Design DAHIKivOF742025-10-24https://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/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%20DAHIJy_YS10.pngCanva Design DAHIJy_YS10Canva Design DAHIJy_YS10https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHASzNiNjI.pngCanva Design DAHASzNiNjICanva Design DAHASzNiNjIhttps://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%20DAHGYojT6Do.pngCanva Design DAHGYojT6DoCanva Design DAHGYojT6Do2026-04-09https://www.jec-llc.com/blog/your-business-is-not-small-so-why-is-your-tax-supporthttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://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/Canva%20images/Canva%20Design%20DAGT8VygWHg.pngCanva Design DAGT8VygWHgCanva Design DAGT8VygWHghttps://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/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAG2ov1B2l8.pngCanva Design DAG2ov1B2l8Canva Design DAG2ov1B2l82024-11-01https://www.jec-llc.com/industrieshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Engineering.jpgEngineeringEngineeringhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Case%20Study-1.jpgCase Study-1Case Study-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Case%20Study-5.jpgCase Study-5Case Study-5https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/meeting-1080x675.jpgPerson raising their hand while sitting at a conference table with coworkersmeeting-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/pexels-mikhail-nilov-8297031-1080x675.jpgPerson holding pen and calculator in hands on top of notebookpexels-mikhail-nilov-8297031-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Overview.jpgOverviewOverviewhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/bof-cta-placeholder.pngbof-cta-placeholderbof-cta-placeholderhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Manufacturing.jpgManufacturingManufacturinghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/CPA.jpgCPACPAhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/hourglass-1080x675.jpgHourglass on tablehourglass-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Architecture.jpgArchitectureArchitecturehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Case%20Study-3.jpgCase Study-3Case Study-3https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Case%20Study-4.jpgCase Study-4Case 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Segregation Study?What Is a Cost Segregation Study?https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(24)-1.pngUntitled design (24)-1Untitled design (24)-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/noun-lightbulb-5981320-D83235.pngnoun-lightbulb-5981320-D83235noun-lightbulb-5981320-D83235https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Solar%20panel.jpegSolar panelSolar panelhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Real%20Estate%20Tax%20Strategy.pngReal Estate Tax StrategyReal Estate Tax Strategyhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_239587170%20(1).jpegAdobeStock_239587170 (1)AdobeStock_239587170 (1)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/6%20Money%20Saving%20Tax%20Benefits%20of%20Real%20Estate%20Investing-1.jpeg6 Money Saving Tax Benefits of Real Estate Investing-16 Money Saving Tax Benefits of Real Estate 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Focus.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/noun-estate-1177926-D83235.pngnoun-estate-1177926-D83235noun-estate-1177926-D83235https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_555576183%20(2)%20(1)-2-1.jpegstack of coins on a calculatorAdobeStock_555576183 (2) (1)-2-12024-05-31https://www.jec-llc.com/blog/business-exit-tips-selling-companyhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://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/AdobeStock_86902597%20(1).jpegAdobeStock_86902597 (1)AdobeStock_86902597 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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. 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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/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 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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/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/Logos/cunningham-logo.pngcunningham-logocunningham-logo2023-06-14https://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/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/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/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. 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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. 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Ownershttps://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%20DAGWSuhvYCE.pngCanva Design DAGWSuhvYCECanva Design DAGWSuhvYCE2024-08-22https://www.jec-llc.com/private-tax-planhttps://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-1.mp4/medium.jpgservice & implementation video-1service & implementation 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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/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/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/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/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. 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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/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-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Add%20a%20heading-2.pngAdd a heading-2Add a heading-22023-10-18https://www.jec-llc.com/blog/rd-tax-credit-calculationhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/calculator-hands-1080x675.jpgperson using calculator on deskcalculator-hands-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/credit-cards-on-rug-1024x683.jpgcredit-cards-on-rug-1024x683credit-cards-on-rug-1024x683https://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/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/man-writing-1080x675.jpgPerson writing on paper with penman-writing-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/pexels-mikhail-nilov-8297031-1080x675.jpgPerson holding pen and calculator in hands on top of notebookpexels-mikhail-nilov-8297031-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/scientists-in-laboratory.jpgscientists-in-laboratoryscientists-in-laboratory2023-08-15https://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/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/architecture-tax-advisory-services-cunningham-associateshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Handshake%20in%20front%20of%20business%20people.jpegHandshake in front of business peopleHandshake in front of business peoplehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Risk%20Management%20Concept.%20Magnifying%20Glass%20on%20Old%20Paper%20with%20Red%20Vertical%20Line%20Background..jpegRisk Management Concept. 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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/Untitled%20design%20(37).pngUntitled design (37)Untitled design (37)https://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/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.https://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/Cunningham_2023/valuation-hero.pngvaluation-herovaluation-herohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/noun-estate-1177926-D83235.pngnoun-estate-1177926-D83235noun-estate-1177926-D83235https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Close%20up%20of%20businessman%20hand%20drawing%20business%20strategy%20sketches.jpegClose up of businessman hand drawing business strategy sketchesClose up of businessman hand drawing business strategy sketcheshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/noun-cash-flow-6030173-D83235.pngnoun-cash-flow-6030173-D83235noun-cash-flow-6030173-D83235https://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)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Handshake%20in%20front%20of%20business%20people.jpegHandshake in front of business peopleHandshake in front of business peoplehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/AdobeStock_555576183%20(2)%20(1)-2-1.jpegstack of coins on a calculatorAdobeStock_555576183 (2) (1)-2-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Plant%20in%20pot%20shaped%20like%20graph.%20Wealth%20concept.jpegPlant in pot shaped like graph. 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Wealth concepthttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/logo-cunningham.svglogo-cunninghamlogo-cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/noun-lightbulb-5981320-D83235.pngnoun-lightbulb-5981320-D83235noun-lightbulb-5981320-D83235https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Young%20family%20on%20green%20summer%20grass%20meadow%20building%20dream%20new%20home-2.jpegYoung family on green summer grass meadow building dream new home-2Young family on green summer grass meadow building dream new home-2https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/noun-money-protection-1969895-D83235.pngnoun-money-protection-1969895-D83235noun-money-protection-1969895-D832352024-03-26https://www.jec-llc.com/linkedinhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/logo-cunningham.svglogo-cunninghamlogo-cunningham2024-10-28https://www.jec-llc.com/what-is-sell-side-advisoryhttps://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. 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Design DAGCCnRsY-0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGxRlnlRAw.pngCanva Design DAGxRlnlRAwCanva Design DAGxRlnlRAwhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Ryan%20Foley%2c%20Partner%20(5).pngRyan Foley, Partner (5)Ryan Foley, Partner (5)2023-06-14https://www.jec-llc.com/blog/managing-inheritance-tax-on-real-estate-what-you-need-to-knowhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGF9sXxwfM.pngCanva Design DAGF9sXxwfMCanva Design DAGF9sXxwfMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGGuNzpCT4.pngCanva Design DAGGuNzpCT4Canva Design DAGGuNzpCT4https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGF9oQo-aM.pngCanva Design DAGF9oQo-aMCanva Design DAGF9oQo-aMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGF9bE-quw.pngCanva Design DAGF9bE-quwCanva Design DAGF9bE-quwhttps://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)2024-05-22https://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/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/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/leaking%20bucket.pngleaking bucketleaking buckethttps://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%20DAHAS8PAMJ0.pngCanva Design DAHAS8PAMJ0Canva Design 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DAGGt46SaBIhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/leaking%20bucket.pngleaking bucketleaking buckethttps://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/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%20DAGGtnXNeFY.pngCanva Design DAGGtnXNeFYCanva Design DAGGtnXNeFY2024-07-17https://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/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://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%20DAGtcj3UhfQ.pngCanva Design DAGtcj3UhfQCanva Design DAGtcj3UhfQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGth1pUtKY.pngCanva Design DAGth1pUtKYCanva Design DAGth1pUtKYhttps://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(71)-1.pngUntitled design (71)-1Untitled design (71)-1https://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%20DAGtcytzseU.pngCanva Design DAGtcytzseUCanva Design DAGtcytzseUhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGtdHL7VeA.pngCanva Design DAGtdHL7VeACanva Design DAGtdHL7VeA2025-10-24https://www.jec-llc.com/strategic-tax-projectshttps://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/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/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%20DAHIKivOF74.pngCanva Design DAHIKivOF74Canva Design DAHIKivOF74https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Our%20Process%20(2).svgOur Process (2)Our Process (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/2785898/2025%20site%20images.png2025 site images2025 site imageshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHDjdG1yLw.pngCanva Design DAHDjdG1yLwCanva Design 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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. 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Investing-12024-01-16https://www.jec-llc.com/client-testimonialshttps://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/Screenshot%202025-05-05%20at%202.25.56%20PM.pngScreenshot 2025-05-05 at 2.25.56 PMScreenshot 2025-05-05 at 2.25.56 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/Screenshot%202025-06-13%20at%2010.20.23%20AM.pngScreenshot 2025-06-13 at 10.20.23 AMScreenshot 2025-06-13 at 10.20.23 AMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Screenshot%202025-05-05%20at%202.21.51%20PM.pngScreenshot 2025-05-05 at 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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/Canva%20images/Canva%20Design%20DAGjTVpRVsM.pngCanva Design DAGjTVpRVsMCanva Design DAGjTVpRVsMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHEOU0B1zE.pngCanva Design DAHEOU0B1zECanva Design DAHEOU0B1zEhttps://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-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo 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(26)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(48).pngUntitled design (48)Untitled design (48)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/logo-cunningham.svglogo-cunninghamlogo-cunningham2024-03-14https://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. 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AM2026-06-26https://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/Canva%20images/Canva%20Design%20DAGnWtf-H4c.pngCanva Design DAGnWtf-H4cCanva Design DAGnWtf-H4chttps://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/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/3-Sep-26-2024-06-19-07-8108-PM.png3-Sep-26-2024-06-19-07-8108-PM3-Sep-26-2024-06-19-07-8108-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 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Close Up View. Selective Focus. Control Concept.-1Gear Stick with Red Text Maintenance Time on Black Background. Close Up View. Selective Focus. 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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/Canva%20images/Canva%20Design%20DAGtKURGMss.pngCanva Design DAGtKURGMssCanva Design DAGtKURGMsshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGbdJ1DJoM.pngCanva Design DAGbdJ1DJoMCanva Design DAGbdJ1DJoMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIEgalutY.pngCanva Design DAHIEgalutYCanva Design DAHIEgalutYhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHBl9M8hb8.pngCanva Design DAHBl9M8hb8Canva Design DAHBl9M8hb8https://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/blog/how-to-measure-the-roi-of-employee-traininghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/How%20to%20Finance%20Your%202021%20Training%20Initiatives%20Through%20State%20Grant%20Funds.jpegHow to Finance Your 2021 Training Initiatives Through State Grant FundsHow to Finance Your 2021 Training Initiatives Through State Grant Fundshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/meeting-1080x675.jpgPerson raising their hand while sitting at a conference table with coworkersmeeting-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/team-high-five-1080x675.jpgPeople doing a group high-fiveteam-high-five-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/planning-1080x675-1.jpgTeam leaning over a table while looking at papersplanning-1080x675-1https://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 (2)2023-02-21https://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%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/AdobeStock_86902597%20(1).jpegAdobeStock_86902597 (1)AdobeStock_86902597 (1)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%20DAGzQ6Kf4No.pngCanva Design DAGzQ6Kf4NoCanva Design 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TipsBlog #13 - 5 Cost Segregation Real Estate Tipshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF_-baNtEg.pngCanva Design DAF_-baNtEgCanva Design DAF_-baNtEghttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Tom%20Cunningham.pngThomas CunninghamTom Cunninghamhttps://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)-1-1-12024-01-05https://www.jec-llc.com/blog/the-time-is-now-for-taxpayers-to-optimize-their-tax-position-or-face-the-consequenceshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/The%20White%20House%20on%20a%20beautiful%20summer%20day%2c%20Washington%2c%20DC..jpegThe White House on a beautiful summer day, Washington, DC.The White House on a beautiful summer day, Washington, DC.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAF2xkNP-sQ.pngCanva Design 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DAGF9bE-quw2024-11-01https://www.jec-llc.com/blog/loss-carrybacks-the-best-strategy-for-2020https://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/Lovers%20on%20the%20bench.jpegLovers on the benchLovers on the benchhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/calculator-hands-1080x675.jpgperson using calculator on deskcalculator-hands-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%20DAHFiilOdZ4.pngCanva Design DAHFiilOdZ4Canva Design 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DAF_NjIEQDQhttps://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/social-suggested-images/www.jec-llc.comhs-fshubfslogo%20(2).pngwww.jec-llc.comhs-fshubfslogo (2)www.jec-llc.comhs-fshubfslogo (2)2025-05-28https://www.jec-llc.com/blog/a-cpa-finds-his-purposehttps://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/Canva%20images/Canva%20Design%20DAG2ov1B2l8.pngCanva Design DAG2ov1B2l8Canva Design 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DAGV7Nmx9L0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Real%20Estate.jpgReal EstateReal Estatehttps://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%20DAG2ov1B2l8.pngCanva Design DAG2ov1B2l8Canva Design DAG2ov1B2l8https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Retirement%20written%20on%20rural%20road.jpegRetirement written on rural roadRetirement written on rural roadhttps://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/leaking%20bucket.pngleaking bucketleaking bucket2024-03-11https://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%20DAGwDpJ-6DM.pngCanva Design DAGwDpJ-6DMCanva Design DAGwDpJ-6DMhttps://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/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%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)2025-08-04https://www.jec-llc.com/tax-advisory-services-for-engineering-cunningham-associateshttps://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. 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Magnifying Glass on Old Paper with Red Vertical Line Background.https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/man-writing-1080x675.jpgPerson writing on paper with penman-writing-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Handshake%20in%20front%20of%20business%20people.jpegHandshake in front of business peopleHandshake in front of business peoplehttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/noun-depreciation-3156969-D83235.pngnoun-depreciation-3156969-D83235noun-depreciation-3156969-D83235https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Close%20up%20of%20businessman%20hand%20drawing%20business%20strategy%20sketches.jpegClose up of businessman hand drawing business strategy sketchesClose up of businessman hand drawing business strategy sketcheshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Engineers%20in%20mechanical%20factory%20reading%20instructions-1.jpegEngineers in mechanical 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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. 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doing a group high-fiveteam-high-five-1080x675https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/meeting-1080x675.jpgPerson raising their hand while sitting at a conference table with coworkersmeeting-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/planning-1080x675.jpgplanning-1080x675planning-1080x675https://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)2023-08-09https://www.jec-llc.com/blog/rd-tax-credit-qualified-expenseshttps://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/Cunningham_2023/Migration/pexels-mikhail-nilov-8297031-1080x675.jpgPerson holding pen and calculator in hands on top of notebookpexels-mikhail-nilov-8297031-1080x675https://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/Cunningham_2023/Migration/pexels-thisisengineering-3861958.jpgpexels-thisisengineering-3861958pexels-thisisengineering-3861958https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/Migration/calculator-hands-1080x675.jpgperson using calculator on deskcalculator-hands-1080x675https://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/Cunningham_2023/Migration/pexels-anna-shvets-5324975-1024x683.jpgpexels-anna-shvets-5324975-1024x683pexels-anna-shvets-5324975-1024x683https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Logos/cunningham-logo.pngcunningham-logocunningham-logo2024-10-28https://www.jec-llc.com/private-tax-advisoryhttps://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/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/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/Canva%20images/Canva%20Design%20DAHCcp63Tls.pngCanva Design DAHCcp63TlsCanva Design DAHCcp63Tlshttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Copy%20of%202025%20site%20images%20(600%20x%20400%20px)%20(2)-1.pngCopy of 2025 site images (600 x 400 px) (2)-1Copy of 2025 site images (600 x 400 px) (2)-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 (2)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/1-Mar-27-2025-06-07-51-8675-PM.png1-Mar-27-2025-06-07-51-8675-PM1-Mar-27-2025-06-07-51-8675-PMhttps://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%20DAHDeJl_l44.pngCanva Design DAHDeJl_l44Canva Design DAHDeJl_l44https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(13)-1.pngUntitled design (13)-1Untitled design (13)-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Beautiful%20family%20at%20the%20beach-1.jpegBeautiful family at the beach-1Beautiful family at the beach-1https://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/Copy%20of%202025%20site%20images%20(600%20x%20400%20px)%20(1)-1.pngCopy of 2025 site images (600 x 400 px) (1)-1Copy of 2025 site images (600 x 400 px) (1)-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHIKivOF74.pngCanva Design DAHIKivOF74Canva Design DAHIKivOF74https://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/Canva%20images/Canva%20Design%20DAHIJy_YS10.pngCanva Design DAHIJy_YS10Canva Design DAHIJy_YS10https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20(2240%20x%20900%20px)%20(4).pngUntitled (2240 x 900 px) (4)Untitled (2240 x 900 px) (4)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Copy%20of%20Untitled%20(2240%20x%20900%20px)%20(1)-1.pngCopy of Untitled (2240 x 900 px) (1)-1Copy of Untitled (2240 x 900 px) (1)-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%20DAGtcytzseU.pngCanva Design DAGtcytzseUCanva Design DAGtcytzseU2026-03-19https://www.jec-llc.com/wealth-optimizationhttps://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/wealth%20optimization%20%20page%20video.mp4/medium.jpgwealth optimization page videowealth optimization page videohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/wealth%20optimization%20%20page%20video.mp423nonohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/wealth%20optimization%20%20page%20video%20(1).mp4/medium.jpgwealth optimization page video (1)wealth optimization page video (1)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/wealth%20optimization%20%20page%20video%20(1).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/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%20DAHCz3TQJPc.pngCanva Design DAHCz3TQJPcCanva Design DAHCz3TQJPchttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/4-Mar-18-2025-06-55-25-4401-PM.png4-Mar-18-2025-06-55-25-4401-PM4-Mar-18-2025-06-55-25-4401-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%20DAGkDKhcySQ.pngCanva Design DAGkDKhcySQCanva Design DAGkDKhcySQhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAGkDSBuj1o.pngCanva Design DAGkDSBuj1oCanva Design DAGkDSBuj1ohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHAS8PAMJ0.pngCanva Design DAHAS8PAMJ0Canva Design DAHAS8PAMJ0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(89).pngUntitled design (89)Untitled design (89)https://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%20DAGmUYIk6b0.pngCanva Design DAGmUYIk6b0Canva Design DAGmUYIk6b0https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Untitled%20design%20(88).pngUntitled design (88)Untitled design (88)2026-01-21https://www.jec-llc.com/advanced-entity-structuring-contact-ushttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Cunningham_2023/logo-cunningham.svglogo-cunninghamlogo-cunningham2024-01-30https://www.jec-llc.com/bloghttps://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/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/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/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/Canva%20images/Canva%20Design%20DAHE4el9OWM.pngCanva Design DAHE4el9OWMCanva Design DAHE4el9OWMhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/Canva%20images/Canva%20Design%20DAHC6wyq2LU.pngCanva Design DAHC6wyq2LUCanva 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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/C&A%20Deal%20Makers%20(800%20x%20600%20px).pngC&A Deal Makers (800 x 600 px)C&A Deal Makers (800 x 600 px)https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/download.jpegdownloaddownloadhttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/3-1.svg3-13-1https://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/aro_logo.pngaro_logoaro_logohttps://2785898.fs1.hubspotusercontent-na1.net/hubfs/2785898/2-1.svg2-12-12026-03-12https://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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