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Prepared by: Kerry W. Pulliam, CFP, AEP, CEPA | Apogee Capital Resource Group, a Capitas Financial teamEmail: Kerry.Pulliam@CapitasFinancial.com | Phone: 502-599-6623 For successful business owners...

Kerry W. Pulliam, CFP®, AEP®, CEPA📧 Kerry.Pulliam@CapitasFinancial.com📞 502-599-6623 Navigating the Challenge: When Executive Benefits Become Entitlements As advisors, we often see executive...

By Kerry W. Pulliam, CFP, AEP, CEPAApogee Capital Resource GroupEmail: Kerry.Pulliam@CapitasFinancial.com | Phone: 502-599-6623 Executive Summary: Optimizing Large IRAs for Multi-Generational...

By Kerry W. Pulliam, CFP, AEP, CEPA, Apogee Capital Resource Group Introduction: A New Era for Estate Planning – The "One, Big, Beautiful Bill" and the Enduring Importance of Basis The landscape of...

As we reach the midpoint of 2025, the landscape for estate, business, and wealth planning is defined by two powerful forces: the potential for sweeping legislative change and a new, higher-for...

Deconstructing "Buy, Borrow, Die" and the Strategic Alternative The "Buy, Borrow, Die" framework is a foundational concept in tax alpha generation for ultra-high-net-worth (UHNW) clients. Its...

Staying informed about retirement account rules is crucial for anyone managing inherited accounts. One of the most complex areas for many beneficiaries has been the rules concerning Required...

Anticipating Challenges. Creating Awareness. Building Resilience. As we begin 2025, market valuations remain strong, and opportunities abound. However, with elevated valuations come risks that...

As we step into 2025, financial advisors reflect on a period of exceptional success. Strong market performance, record business valuations, and innovative estate planning strategies have reshaped...

Shifting the Focus for Greater Impact As we approach 2025, many advisors are thinking about growth—whether it’s growing AUM, gaining new clients, or refining strategies. But in working with top...