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njca - y.y5d ago • 1 min read
Liko 專業國際金融週報 — 2026-05-04 金控配息創高、保單試算表要被規範、投資保單破百億：高資產家庭的轉折訊號
本週重點：五月報稅季，國稅局已連續三週點名跨境家庭三大踩雷區 每年五月，台灣家庭最容易踩到的稅，不是新政策，而是「以為自己早就懂了」的舊規則。 114...
#finance#wealth#taiwan#chinese
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Doug Greenberg3d ago • 6 min read
The Austin Founder Who Cornered Me at the Small Business Breakfast: What He Wished He'd Done Five
Last week at the Austin Small Business Breakfast, a SaaS founder cornered me by the coffee station.....
#finance#wealth#business
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Doug GreenbergMay 1, 2026 • 6 min read
Texas Estate Planning for Austin Founders: How Residency Strengthens Federal Tools
Austin's tech boom has created unprecedented wealth for founders and business owners. With M&A.....
#finance#wealth#business
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Doug Greenberg4d ago • 6 min read
Business Succession Planning: 5 Lessons From Buffett's 30-Year Exit Strategy
Warren Buffett has spent three decades preparing Berkshire Hathaway for his eventual departure. His....
#finance#wealth#business
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Doug Greenberg5d ago • 6 min read
Concentration Risk Management: How Business Owners Protect $10M+ Net Worth Before Exit
After 35 years of working with business owners, I've seen the same pattern countless times. A founde...
#finance#wealth#business
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Doug Greenberg1d ago • 6 min read
Austin Business Valuations Rise: How May 2026 AI Exit Wave Affects Your Timing
Austin's business landscape shifted dramatically this week. The*ProsperOps acquisition by Flexeraand...
#finance#wealth#business
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Doug Greenberg6d ago • 5 min read
Austin Business Owners: Why Headlines Don't Tell the Real Story
I grew up in Dallas, went to college in Austin, and recently moved back after years away. After 30.....
#finance#wealth#business
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