Corbett Consulting LLC

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Corbett Consulting LLC

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08/26/2026

The conversation nobody schedules.

We've spent this month on documents, titling, and tax mechanics. Here's the part that actually determines whether any of it works.

Your heirs are going to find out what you decided. The only question is whether they hear it from you, or from a probate court and a lawyer they've never met.

Families rarely fracture over money. They fracture over surprise — the sibling who didn't know about the business succession plan, the child who assumed the house was coming to them, the second spouse and the adult children who each believed something different because nobody ever said it out loud.

Every one of those is preventable with a conversation that takes an afternoon and feels uncomfortable for about ten minutes.

You don't have to disclose every number. You do have to make sure that the people who will one day carry this know: who's in charge, where the documents live, what you intended, and why. "Why" is the part that prevents resentment — it's the difference between a decision your family understands and a decision they litigate.

If you've been meaning to get this sorted for a year or five, that's not procrastination. It's just that nothing ever forces the appointment.

So make one. That's the whole point of this series.

Thirty minutes. No commitment. You leave with clarity — whether or not we work together.

📞 330.565.9013 · [email protected]

Informational only; not legal, tax, or investment advice.

Davis

www.corbettconsultingllc.com

08/24/2026

Wealth is built in the quiet decisions. 🌙

Not the flashy wins or the big swings everyone posts about. It's the steady, coordinated moves you make when no one's watching — the automatic transfer, the beneficiary you finally updated, the plan you stopped putting off.

None of them feel dramatic. All of them compound.

As you start the week: what's one quiet money move you're proud of? Drop it below. 👇

Brandon Davis

www.corbettconsultingllc.com

08/22/2026

A plan turns income into outcomes. These seven are the foundation it stands on.

Emergency fund. Cash-flow clarity. The right insurance. A retirement roadmap. An investment policy. A debt strategy. Defined goals.

Notice the order: the boring, defensive pieces come first. Most financial stress doesn't come from picking the wrong investment — it comes from skipping the foundation and building on sand.

Have all seven? You're in rare company. Missing two or three? That's a very good place to start.

Educational only; not investment advice.

Talk to Brandon Davis and Check Out American Financial Services to start planning!

www.corbettconsultingllc.com

08/20/2026

Tax is the #1 wealth lever in the country — and the one most high earners quietly overpay on every year.

Here's why: your CPA files your return. Your advisor manages your portfolio. Your real estate sits in another silo. Each does good work, but nobody's coordinating the moves — so the strategy that only works when it's connected never gets connected.

A few of the levers that compound when they're actually coordinated:

→ Entity & S-corp structure
→ Cost segregation on real estate
→ Filing cadence & timing
→ One plan your CPA and advisor both work from

None of these are exotic. They're just rarely run together. That's the gap — and closing it is usually worth more than any single deduction.

As Brandon puts it: wealth isn't built on income. It's built on coordination.

Educational only; not tax or investment advice. Consult your CPA about your situation.

Brandon Davis

www.corbettconsultingllc.com

08/19/2026

Midweek reminder: you don’t need a windfall. You need momentum. 🚀

The families who build real wealth rarely do it with one dramatic move. They do it with small, coordinated decisions — made consistently, starting before they feel “ready.”

Max the account. Review the beneficiary. Run the number you’ve been avoiding. Book the conversation. None of it feels heroic in the moment. All of it compounds.

The best time to start was years ago. The second best is today — and it’s only Wednesday, so you’ve got runway.

👇 What’s one money move you’re making this week? Drop it below — momentum loves company.

Davis

www.corbettconsultingllc.com

08/17/2026

$15 million. And why that's not the point.

If you spent 2024 and 2025 hearing about an estate tax "cliff," here's the update a lot of families still haven't gotten: it never happened.

The exemption was scheduled to roughly halve at the end of 2025. Instead it rose. For 2026 the federal estate and gift tax exemption is $15 million per person — $30 million for a married couple using portability — and it was made permanent, indexed for inflation starting in 2027. The annual gift exclusion is $19,000 per recipient.

So most families reading this will never owe a dollar of federal estate tax. Genuinely good news, and worth saying plainly rather than manufacturing anxiety about it.

But here's why the exemption isn't the interesting number.

Step-up in basis often matters more. When appreciated assets pass at death, the cost basis generally resets to fair market value — which can erase decades of embedded capital gains for your heirs. For a family holding long-held real estate or a concentrated stock position, that mechanic can be worth far more than any estate tax planning. It also means gifting appreciated assets during life is sometimes exactly the wrong move.

Probate and titling still decide the outcome. Estate tax is one variable. Whether your estate moves privately in weeks or publicly through court over many months is a separate question, governed entirely by how things are structured.

State rules vary. Ohio repealed its estate tax back in 2013, so Ohio families don't face a state-level estate tax — but that's not universal, and if you own property in another state, that state's rules can reach it.

The tax question is rarely the real question. The real question is whether what you built arrives intact, privately, and to the people you intended.

Informational only; not legal or tax advice. Figures current as of 2026 and subject to change — verify with your CPA and estate attorney.

Brandon Davis

www.corbettconsultingllc.com

08/14/2026

It isn't what you make. It's what you keep — and when you're taxed on it.

Seven levers that separate people who earn well from people who keep well: max your tax-advantaged space, put the right assets in the right accounts, harvest losses, convert to Roth in low-income years, structure your business correctly, use real estate depreciation, and give strategically.

None of these work in isolation, and most require your CPA and your advisor to actually be talking. That coordination is where the real savings hide.

Educational only; not tax or investment advice. Consult your CPA about your situation.

Brandon Davis

www.corbettconsultingllc.com

08/12/2026

Most real estate investors think they have two options: pay cash, or squeeze into a conventional loan built for W-2 employees. Not true. 🏡

Swipe through three financing tools designed specifically for investors:

→ DSCR loans — qualify on the property's rental income, not your personal tax returns

→ Fix & flip loans — short-term financing that covers purchase + rehab, sized to the after-repair value

→ Bank statement loans — for the self-employed, using deposits instead of write-off-heavy tax returns

Which one fits depends on your whole picture — cash flow, taxes, and where the deal sits in your portfolio. We'll help you map the strategy and connect you with a trusted lending partner to fund it.

Save this for your next deal, and send us a message when you're ready.

Educational only; not lending, investment, or tax advice. Corbett Consulting is not a lender and refers clients to licensed third-party lending partners. Loan availability and terms vary by lender and qualification.

Brandon Davis

www.corbettconsultingllc.com

08/11/2026

Most real estate investors think they have two options: pay cash, or squeeze into a conventional loan built for W-2 employees. Not true. 🏡

Swipe through three financing tools designed specifically for investors:

→ DSCR loans — qualify on the property's rental income, not your personal tax returns
→ Fix & flip loans — short-term financing that covers purchase + rehab, sized to the after-repair value
→ Bank statement loans — for the self-employed, using deposits instead of write-off-heavy tax returns

Which one fits depends on your whole picture — cash flow, taxes, and where the deal sits in your portfolio. We'll help you map the strategy and connect you with a trusted lending partner to fund it.

Save this for your next deal, and send us a message when you're ready.

Educational only; not lending, investment, or tax advice. Corbett Consulting is not a lender and refers clients to licensed third-party lending partners. Loan availability and terms vary by lender and qualification.

Brandon Davis

www.corbettconsultingllc.com

08/09/2026

The will says one thing. The beneficiary form says another. The form wins.

This is the single most expensive misunderstanding in estate planning, and it has nothing to do with sophisticated strategy.

Your will does not control your 401(k). It does not control your IRA, your life insurance, or any account with a named beneficiary. Those assets pass by contract, directly to whoever is listed on a form you may have filled out decades ago and never looked at again.

The classic version: someone divorces, remarries, updates their will carefully — and never changes the 401(k) beneficiary form from 2004. They pass away. The ex-spouse inherits. The current spouse inherits litigation.

Same story with how property is titled. Joint tenancy with right of survivorship overrides your will. Transfer-on-death designations override your will. A trust that was drafted beautifully but never actually funded — the deed never retitled, the accounts never moved — controls nothing at all. It's an empty box with excellent paperwork.

Most estate failures aren't legal. They're clerical.

The fix is unglamorous and takes an afternoon: pull every beneficiary designation you have, read what it actually says, and check that the deed and account titles match what your documents intend. Then do it again after every marriage, divorce, birth, death, or major purchase.

Nobody bills a lot of hours for this. It prevents more damage than almost anything else.

Informational only; not legal, tax, or investment advice. Consult a licensed estate attorney about your circumstances.

Brandon Davis

www.corbettconsultingllc.com

Address

1048 E State St
Salem, OH
44460

Telephone

+13305659013

Website

https://www.corbettconsultingllc.com/

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