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Mid-Year Portfolio Checkup. Are You on Track to Hit Your Goals?
Evaluate allocation, rebalance smartly, and harvest losses before Q4 volatility.
Aug 17
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Max Donovan
29
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Mid-Year Portfolio Checkup. Are You on Track to Hit Your Goals?
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Q4 Tax Moves That Could Save You Thousands
Lock in deductions and credits now — before the year-end scramble begins.
Aug 15
•
Max Donovan
16
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Q4 Tax Moves That Could Save You Thousands
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Business Bank Psychology. The Five-Bucket System That Fixed My Margins
How a five-account cash map, turns chaos into compounding margins. A riff on the Profit First model, tailored for modern entrepreneurs
Aug 12
•
Max Donovan
14
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Business Bank Psychology. The Five-Bucket System That Fixed My Margins
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The Power of Owning Nothing and Controlling Everything
Legal strategies for asset protection and privacy—updated for the 2025 ruleset entrepreneurs can use
Aug 10
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Max Donovan
31
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The Power of Owning Nothing and Controlling Everything
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HoldCo Mastery. The Blueprint the Ultra-Rich Use to Own Everything, Tax-Smart and Lawsuit-Proof
How to build a parent company that owns multiple businesses and assets
Aug 8
•
Max Donovan
15
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HoldCo Mastery. The Blueprint the Ultra-Rich Use to Own Everything, Tax-Smart and Lawsuit-Proof
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The Pre-Tax Retirement Perks Most Founders Miss Out On
How 2025’s higher limits turn yesterday’s niche pensions into six- and seven-figure tax shelters
Aug 6
•
Max Donovan
20
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The Pre-Tax Retirement Perks Most Founders Miss Out On
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Wealth Isn't Just About Income, It's About Structure
Architect Your 2025 Wealth Stack With Holding Companies, Dynasty Trusts & Tax-Optimized Insurance
Aug 3
•
Max Donovan
25
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Wealth Isn't Just About Income, It's About Structure
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July 2025
Turn Your Business Into a 7-Figure Retirement
Turn today’s profits into tomorrow’s freedom—before the tax rules change.
Jul 31
•
Max Donovan
7
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Turn Your Business Into a 7-Figure Retirement
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The Retained Earnings Trap. Why Hoarding Cash Could Hurt Your Business
From Definition to Deployment — 2025’s Tax Rules That Turn “Lazy” Cash into an IRS Magnet
Jul 27
•
Max Donovan
26
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The Retained Earnings Trap. Why Hoarding Cash Could Hurt Your Business
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Build Once, Earn Twice. Creating Business Assets That Pay You Later
How 2025’s market realities turn inflation hedges & new tax law perks into perpetual-income engines
Jul 23
•
Max Donovan
7
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Build Once, Earn Twice. Creating Business Assets That Pay You Later
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Run Your Business Like an Investor, Not Just an Operator
Turning every decision into a multiple upgrade and a tax-efficient exit
Jul 20
•
Max Donovan
23
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Run Your Business Like an Investor, Not Just an Operator
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The Two-Entity Strategy. Why Smart Founders Use a Management Company
How 2025’s Moving Tax Targets Make Entity-Splitting the Entrepreneur’s Defensive Line
Jul 18
•
Max Donovan
9
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The Two-Entity Strategy. Why Smart Founders Use a Management Company
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