B1 Financial

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B1 Financial We specialize in wealth management, tax strategies, and retirement planning.

B1 Financial — Mastermind Family Office and independent RIA serving high-net-worth individuals, families & business owners in Aventura, Miami and South Florida.

If you're even loosely thinking about selling your business in 2027 or 2028, I want to be direct with you:The tax planni...
10/26/2026

If you're even loosely thinking about selling your business in 2027 or 2028, I want to be direct with you:

The tax planning window for that sale is open right now — and it starts closing at year-end.

Here's why the calendar matters more than most owners realize:

→ QSBS qualification, entity restructuring, and ownership gifting strategies generally need to be in place well before a transaction — some benefit from years of runway, and courts look skeptically at moves made with a buyer already at the table

→ Gifting business interests to family or trusts before a sale means transferring at today's appraised value — often with valuation discounts — instead of the sale price. After a letter of intent exists, that window narrows dramatically

→ Trust structures (GRATs, IDGTs, CRTs) take months to design, draft, and fund properly

→ Even basic cleanup — financial statements, contracts, cap table — is the difference between a smooth diligence process and a price reduction

The pattern I see repeatedly: an owner gets an unsolicited offer, gets excited, and calls their advisor 60 days before closing asking how to reduce the tax bill. At that point, most of the best tools are off the table. The difference between planning three years out and three months out is routinely seven figures.

You don't need to be certain you're selling. You need to be ready to sell well.

This quarter is the time to start that work for a 2027-28 exit. At B1 Financial, exit planning is core work for us. DM me or call the team.



Advisory services are offered through B1 Financial. This content is for informational purposes only and should not be considered investment, tax, or legal advice. Please consult your own professional advisors regarding your specific circumstances.

📌 Follow Stuart Brisgel: facebook.com/stuartbrisgel

A question I wish more people asked their financial advisor:"How exactly do you get paid — and by whom?"Not because advi...
10/21/2026

A question I wish more people asked their financial advisor:

"How exactly do you get paid — and by whom?"

Not because advisors are villains. Most aren't. But incentives shape advice, and you deserve to know what's shaping yours.

The models, plainly:

→ Commission-based: paid by product providers when you buy. The advice is often "free" — because it's a sales process. Some products sold this way are fine. But ask yourself why certain products pay 5-7% commissions while others pay nothing, and which ones tend to get recommended.

→ Fee-based: a hybrid — fees on some business, commissions on other. The label sounds like "fee-only." It isn't. The conflicts don't disappear; they just become intermittent and harder to spot.

→ Fee-only fiduciary: paid directly by you, legally obligated to put your interests first, with conflicts disclosed. Not perfect — no model is — but the incentives point in your direction.

Questions that reveal everything:

1. "Are you a fiduciary for me on every account and every recommendation — all the time, in writing?"
2. "Do you or your firm earn anything from any product you recommend to me?"
3. "What would you earn if I did nothing this year?"

Straight answers to those three questions tell you more than any brochure.

At B1 Financial, we're a registered investment adviser — we sit on the same side of the table as our clients, and we welcome exactly these questions. If your current advisor doesn't, that tells you something too.

Ask the questions. Then let's talk.



Advisory services are offered through B1 Financial. This content is for informational purposes only and should not be considered investment, tax, or legal advice. Please consult your own professional advisors regarding your specific circumstances.

📌 Follow Stuart Brisgel: facebook.com/stuartbrisgel

I’ll be on stage at RebelCon 2026 alongside market legends Jon Najarian and Pete Najarian.Sharing what it actually looks...
10/19/2026

I’ll be on stage at RebelCon 2026 alongside market legends Jon Najarian and Pete Najarian.

Sharing what it actually looks like to run the whole balance sheet — investments, taxes, estate, and the handoff — as one system instead of four rooms that never talk to each other.

Two full days with proven investors, founders, and risk-takers — plus why uncoordinated tax and investment decisions quietly cost families, and how to structure now for the next generation.

Walk away with a clearer picture of what a family office does past the label, and where the gaps usually hide.

October 19–21 ∙ Circa Resort & Casino, Las Vegas

Secure your spot here: https://marketrebellion.com/rebelcon26

The federal estate tax exemption sits at historically high levels — $13.99M per person, nearly $28M per married couple i...
10/19/2026

The federal estate tax exemption sits at historically high levels — $13.99M per person, nearly $28M per married couple in 2026.

Here's what experience has taught me about numbers like these: they move. Exemption levels are set by legislation, and legislation changes with political winds. Families who plan only for today's rules are betting their legacy on the assumption that nothing in Washington ever changes.

What prudent families do with a high-exemption window:

→ Use it while it exists. Lifetime gifts made under a high exemption are generally grandfathered — the IRS has confirmed there's no "clawback" if the exemption later drops. Wealth moved now, plus all its future growth, is out of the estate under today's generous rules.

→ Move growth, not just value. Gifting assets likely to appreciate — business interests before a liquidity event, early-stage real estate — multiplies the effect. You use exemption on today's value; tomorrow's growth transfers free.

→ Keep flexibility. Structures like Spousal Lifetime Access Trusts (SLATs) can move assets out of the estate while a spouse retains beneficiary access — addressing the most common fear: "What if we give too much away and need it?"

→ Don't forget the annual layer. $19,000 per recipient per year (2026), to unlimited recipients, without touching the lifetime exemption. Quietly powerful over a decade of consistent use.

The math only works with lead time. Appraisals, trust drafting, and funding take months — and everyone rushes when law changes are announced.

If your estate is above — or growing toward — eight figures and your plan predates the current rules, this review is overdue. Let's talk.



Advisory services are offered through B1 Financial. This content is for informational purposes only and should not be considered investment, tax, or legal advice. Please consult your own professional advisors regarding your specific circumstances.

📌 Follow Stuart Brisgel: facebook.com/stuartbrisgel

Join me for Market Rebellion’s RebelCon 2026 at Circa Resort & Casino in Las Vegas, October 19–21.Two full days with acc...
10/18/2026

Join me for Market Rebellion’s RebelCon 2026 at Circa Resort & Casino in Las Vegas, October 19–21.

Two full days with accomplished investors, founders, and proven risk-takers — including market legends Jon Najarian and Pete Najarian.

I’m a family office adviser with the BluePeak Family Office and manager of Recombinant Diagnostics Co. The work is coordinating investment oversight, tax efficiency, and long-term planning into one structure built around each family’s objectives.

I’ll break down Running the Whole Balance Sheet: why the separate rooms cost more than people think, and how to structure the handoff before the next generation inherits the gaps.

Secure your spot in the room here: https://marketrebellion.com/rebelcon26

Join me alongside market legends Jon Najarian, Pete Najarian, and a world-class lineup of speakers for RebelCon 2026 at ...
10/17/2026

Join me alongside market legends Jon Najarian, Pete Najarian, and a world-class lineup of speakers for RebelCon 2026 at Circa Resort & Casino in Las Vegas!

✅ Elite wealth-preservation tactics
✅ Public & private market growth strategies
✅ Emerging tech: AI & quantum
✅ Why uncoordinated tax and investment decisions quietly cost you
✅ What a family office actually does, past the label
✅ Structuring now for the handoff to the next generation
✅ Investment oversight, tax efficiency, and long-term planning as one system
✅ How first-generation and multi-generational families close the gaps between the rooms

October 19–21 ∙ Circa Resort & Casino, Las Vegas

Secure your spot here: https://marketrebellion.com/rebelcon26

10/15/2026

A DIFFERENT CONVERSATION ABOUT CHARITABLE PLANNING

For accredited investors considering significant charitable activity in 2026, Liora Life Sciences combines charitable deployment with a structured noncash contribution program.

The Company intends to contribute hereditary cancer risk assessment Panel Units to qualifying public charities. Any allowable charitable contribution deduction is expected to be separately stated and allocated among Class A Members.

Request the Liora due-diligence materials → https://lioralifesciences.com

The availability, amount, timing and character of any deduction depend upon the Company's tax position and each Member's individual circumstances. No deduction or tax result is guaranteed. Rule 506(c); verified accredited investors only.

10/14/2026

FOR CPAS AND TAX PROFESSIONALS

Your accredited clients may ask about this. Review it first.

Liora Life Sciences intends to contribute 36-Gene Female Hereditary Cancer Risk Assessment Panel Units to qualifying public charities in 2026.

The structure relies on an independent qualified appraisal, Form 8283 substantiation and Schedule K-1 reporting. Any allowable charitable contribution deduction is separately stated and allocated among Class A Members — and depends on the Company's tax position and each Member's individual circumstances.

Request the CPA due-diligence package → https://lioralifesciences.com

For professional review only. No deduction amount, valuation or tax result is guaranteed. Prospective subscribers must rely upon their own independent tax and legal advisors. Rule 506(c); verified accredited investors only.

Address

19505 Biscayne Boulevard, STE 2350
Aventura, FL
33180

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19547364699

Website

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