

In this episode, Drs. Milt Lowder and Drew Brannon explore the powerful role coachability plays in performance and growth.

Elliott Davis takes a deep dive into the One Big Beautiful Bill Act, outlining notable pieces.


Discover how high-net-worth families can proactively plan for long-term care, protect their legacy, and prepare heirs for decision-making during periods of incapacity. This strategic guide covers legal, financial, and caregiving essentials to promote continuity across generations.


We often talk about the fear of failure, but what about the fear of success? In this episode, Drs. Milt Lowder and Cory Shaffer explore both.


Discover how to build a strategic business transition roadmap with our succession planning framework. Learn how to align personal, financial, operational, and governance priorities to protect your legacy and prepare for a successful exit.


Explore how fintechs and financial institutions can evaluate system performance, reduce false positives, and meet regulatory expectations through model validation.


Elliott Davis provides quick updates on the 2025 tax legislation package


Compare real estate funds vs. syndications, explore tax-efficient investment vehicles, and learn how to structure single-member LLCs, REITs, and 1031 exchanges to align with investor goals.


Understand the tax implications of buying or selling a partnership or LLC. Learn how ownership unit sales, asset transactions, and purchase price allocations impact taxes for both buyers and sellers. Explore key planning considerations to optimize tax outcomes.


In this episode, Drs. Drew Brannon and Cory Shaffer explore the value of a mid-year check-in.