TRS Family Office

06/16/2026

Revenue is increasing; however, so is the potential exposure.

Your company is growing, but the protection around it is not keeping pace.

Risk management isn’t fear-driven.
It’s structure-driven.

Growth requires coordinated protection. It’s just sound business planning.

So, if your exposure hasn’t been reviewed recently, it may be time.
Visit https://loom.ly/R5xo_kc to learn more.

06/16/2026

When most people hear "R&D," they picture a technology company or a science lab — not themselves.

But many businesses may qualify for R&D tax credits without realizing it.

Examples can include:

✅ Improving a process

✅ Testing a new way to serve customers

✅ Developing a better product

✅ Solving technical problems

Manufacturers, construction companies, dental practices, engineers, and many other businesses may already be doing activities that qualify.

The R&D Tax Credit has been part of federal tax law for more than 40 years. Now, recent legislation has created a window of opportunity for business owners to look back and claim R&D Tax credits dating back to 2022. However, the window for this multi-year lookback closes in early July.

🔑 The key is understanding whether your business activities meet the IRS requirements - and you submit a review in time to take advantage of the multi-year lookback.

TRS Family Office helps business owners uncover tax strategies that are often overlooked. A free, no-obligation assessment can help determine whether your business may qualify for R&D tax credits.

✍️ Take the free assessment today at https://loom.ly/JatCgt8

05/26/2026

You might not know this could apply to you.

Many business owners aren’t aware they might qualify for the R&D Tax Credit.

The recent OBBB law opened a short window for some businesses to claim significant tax credits from as far back as 2022, but this opportunity is ending soon.

This opportunity isn’t only for tech companies.

If your business improves processes, tests new methods, solves technical challenges, refines workflows, or enhances products or services, you could qualify and not even know it.

We’ve put together a quick, four-question form that follows IRS guidelines to help you check if you qualify.

It only takes a few minutes to fill out.
https://shorturl.at/NAQvE

If you own a business or know someone who does, this is a great time to check it out.

04/27/2026

More business owners qualify for the R&D Tax Credit than they realize.
There is an estimated $90 billion on the table, and many eligible businesses never claim it.
We’ve created a quick 4-question test to help determine if it may be worth exploring.
Time is of the essence. For a limited time, some businesses may still be able to go back to 2022 and capture missed credits.
Feel free to send this to any business owner you know who may benefit.

04/24/2026

You may be leaving significant R&D tax credits on the table.

Many business owners assume the R&D credit doesn’t apply to them, but in reality, it often applies to everyday work like improving processes, testing new approaches, or developing systems.

In fact, businesses across dozens of industries, from construction to healthcare to software, have qualified.

Real-world results
Dental practice: $134,000 recovered
Construction company: $262,000 recovered
Manufacturing company: $146,069 recovered

These credits can often be claimed retroactively for up to 3 years, meaning there may already be money available.

The fastest way to determine if this is worth exploring is a short screening form.

It covers simple questions like:

Did your business improve a product, process, or system?

Was there uncertainty or trial-and-error involved?

Did you test different approaches or solve technical problems?

Start the quick assessment here:
https://shorturl.at/NAQvE

There is currently a limited window to capture all eligible years, so it’s worth taking a few minutes to determine if there’s an opportunity.

If you’d like to walk through this together or have questions, I’m happy to connect.

03/26/2026

The Virtual Family Office Advantage hit #1 across multiple financial categories on Amazon, something I’m incredibly grateful for.

This isn’t just about a book doing well. It’s about a message resonating.

Business owners are starting to recognize that fragmented advice is holding them back, and that coordinated, team-based planning changes everything.

Thank you to everyone who supported the launch, shared the book, and helped spread the word.

We’re just getting started.

03/19/2026

“The Virtual Family Office Advantage: From Siloed Advice to Team-Based Planning” is now officially available on Amazon

Many business owners juggle advice from several experts, CPAs, attorneys, financial advisors, and insurance professionals. While each excels in their field, overall planning often becomes fragmented.

Discover how the Virtual Family Office model brings together the right specialists in a coordinated, team-based approach, transforming fragmented planning into one integrated strategy.

If you’re ready for a more seamless, collaborative approach to your planning, this book offers a proven solution.

The Kindle edition launches today for just $0.99—don’t miss this special price today only!

Get your copy here:
https://conta.cc/40IPdz5

Know a business owner who could benefit? Share this link or gift the book now and help them take the first step toward better planning today.

03/17/2026

I'm excited to announce that my new book, The Virtual Family Office Advantage: From Siloed Advice to Team-Based Planning, will be released this Thursday, March 19.

Many business owners work with a CPA, attorney, financial advisor, and insurance professional. Each expert does their job well, yet the overall planning often ends up fragmented.

This book explains how the Virtual Family Office model brings together specialists in tax mitigation, legal strategy, risk mitigation, business advisory, and wealth and legacy planning so everything works together as one coordinated strategy.

The Kindle version launches March 19 at an introductory price of $0.99.

More details coming soon.

03/16/2026

Most successful business owners build an impressive team around them.

A CPA.
A financial advisor.
An attorney.
An insurance professional.

Each expert does their job well.

But rarely is anyone responsible for making sure everything works together.

That’s where coordinated planning changes everything.

At TRS Family Office, we help bring the right experts together so business owners can move forward with clarity, confidence, and a plan that actually works as one strategy.

03/03/2025

*"Still haven’t filed your 2024 taxes and facing a six-figure tax bill? There are still a couple of powerful strategies that can be implemented to significantly reduce what you owe. Even if you’ve already paid high five- or six-figure quarterly estimates, you can still receive a portion of that money back.

Don’t leave money on the table—reach out to discuss your options!

📩 [email protected]"**

Send a message to learn more