Headshot of Trevor McCandless Trevor McCandless CEO at Fusion CPA
Category

Tax Strategy

The technical side of keeping more of what you build. I write about structuring entities, trusts, and the timing of your moves so taxes do not quietly eat your wealth. "Operating Entities and Trusts: Structuring for Wealth Transfer Without Killing Cash Flow" walks through how to pass assets to the next generation without choking off the cash flow that keeps the business running today.

Calculator displaying CASH FLOW beside financial charts and a printed spreadsheet
Jun 19, 2026

Operating Entities and Trusts: Structuring for Wealth Transfer Without Killing Cash Flow

Before we talk about entity choices and trust types, the structure has to answer two questions cleanly. Who controls it? Who can…

Read