Wealthrive

14/10/2026

At Wealthrive, we start with a few basic financial details, then prepare an initial projection of potential tax strategy opportunities.

In some cases, that may include recovering taxes paid in previous years. Every situation is different, so the projection is just the starting point.

13/10/2026

What comes after financial success?

In a recent EIN Presswire feature, Noah Rosenfarb, CPA shares the inspiration behind his newly released book, Live Rich Beyond Money: The Playbook to Master Money, Time and Meaning.

The article explores how Noah is helping entrepreneurs, business owners, and high achievers look beyond financial milestones to focus on what truly matters: freedom, purpose, and lasting legacy.

Because building wealth is one thing. Living Rich Beyond Money is another.

📖 Read the full article to discover the story and philosophy behind Live Rich Beyond Money!

https://www.einpresswire.com/article/947834185/noah-rosenfarb-releases-live-rich-beyond-money-a-playbook-for-life-after-wealth

CPA Noah Rosenfarb releases a three-pillar system for turning financial success into time and meaning, with a foreword by David Meltzer.

13/10/2026

If you’re an entrepreneur earning $1M or more in taxable income, or planning to sell your business for millions, tax strategy is worth thinking about before the big event happens.

At Wealthrive, we work with entrepreneurs to develop a tax strategy tailored to their financial situation and goals. The process typically takes 60 to 90 days and requires around five hours of the entrepreneur’s time.

If you’re thinking about a business exit or want to be more intentional about your taxes, DM us or comment WEALTH. We’d love to have a conversation.

13/10/2026

Meet the Team Monday:

Meet Daniel Perez, CFO of Freedom and Wealthrive.

Daniel’s career has taken him from trading at Fidelity Investments to accounting leadership, entrepreneurship, and ultimately building and exiting a 100-employee business process outsourcing firm.

Today, he brings that broad financial and operational experience to Freedom, supporting our portfolio companies and helping family office clients navigate accounting and financial management needs.

Fun fact: Daniel is known for his positive outlook, openness to new ideas, and willingness to suggest change when he sees a better way forward.

That mindset makes him a valuable part of the team - someone who brings both financial discipline and an entrepreneurial perspective to the challenges we solve every day.

10/10/2026

Accountability is easy to talk about, but harder to practice when ego gets in the way.

One thing that helps is giving your leadership team the authority to speak up when someone isn’t following through, even when that person is the founder or CEO.

But it has to start at the top. When leaders are willing to hear difficult feedback and hold themselves to the same standards as everyone else, the rest of the organization has a reason to follow their lead.

The question is, are you building a team where people can actually call each other out?

09/10/2026

We’re officially ONE WEEK AWAY from our next ThriveTalk.

Join us on October 16 for: Year-End Tax Moves: Cut Your 2026 Tax Bill and Get Estimated Taxes Right

Year-end planning can make a meaningful difference in what you owe -and some of the most valuable opportunities need to be addressed before December 31.

We’ll break down timely tax strategies, year-end moves to consider, and what business owners and high-income families should be thinking about now as 2026 comes to a close.

Interested in joining us?

👇 Leave a comment below if you want an invite, and we’ll send you the registration details.

08/10/2026

Your year-end charitable giving deserves more than a last-minute December decision.

With new charitable deduction rules taking effect in 2026, the way business owners approach giving could make a meaningful difference in their tax strategy.

From donating appreciated assets to leveraging donor-advised funds and timing contributions strategically, thoughtful planning can help maximize the impact of your generosity while supporting your long-term financial goals.

📅 December 31 is the deadline, but October is where the opportunity begins.

In this week's Wealthrive Weekly, we break down what's changing, the costly mistakes to avoid, and how business owners can make charitable giving part of a smarter year-end tax plan.

Because building wealth isn't just about what you keep. It's also about making the most of what you give.

👉 Read the full Wealthrive Weekly article and discover how to turn year-end generosity into a strategic advantage: https://wealthrive.com/resources/

07/10/2026

Confidence often comes from having the right conversations with the right people.

For Christine, each meeting with Wealthrive brought greater clarity, stronger understanding, and more assurance around the decisions ahead.

That kind of trust is built through thoughtful guidance, careful listening, and a team committed to helping clients make informed choices with their best interests in mind.

Thank you, Christine, for sharing your experience and allowing us to be part of your financial journey.

Disclosure: This testimonial reflects one client’s personal experience and may not represent the experience of all clients. Individual results vary, and no future results are guaranteed. Please confirm whether compensation was provided before publishing.

06/10/2026

You don’t necessarily need to replace the accountant you trust.

But getting a second opinion on your tax return can be worthwhile. A fresh perspective may identify something that was overlooked or raise questions worth exploring.

Sometimes, another set of eyes is all you need.

06/10/2026

Shannon Sharpe makes a good point: what you keep matters just as much as what you earn.

But assuming 37% automatically comes off the top highlights something important: high earners can benefit from thoughtful, proactive tax planning.

There is no one-size-fits-all strategy. Income, business structure, investments, timing, and long-term goals all matter. The key is planning ahead and understanding which strategies make sense for each individual situation.

Earn well. Plan thoughtfully. Keep more of what you’ve built working toward the life and legacy you want.

That’s the value of tax strategy.