Preston Byers, Principal / Advisor - Reliant Business & Wealth Strategies

10/17/2025

I’m thrilled to be hosting this year’s Advisor Symposium. This premier event is for accountants and attorneys who guide clients through advanced business and estate planning strategies.
This year, we’re bringing together an exceptional panel of thought leaders to explore topics that matter to your clients, from foundational and strategic trust planning, to advanced tax planning strategies, to safeguarding business continuity and preserving family legacies.
It’s going to be an insightful and impactful program filled with actionable strategies, expert perspectives, and opportunities to strengthen your professional knowledge.
Download the flyer to learn more and follow the link to reserve your seat today. Join me for an event you won’t want to miss! https://bit.ly/4ncyNro

10/04/2025

After Ryan's sudden passing at just 41, Racquel found comfort knowing their planning allowed her to keep the home they built and care for their children. That’s the power of preparation. Connect with me to start building your own strategy today.

10/01/2025

In Kiplinger’s latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on estate and gift taxes.

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on estate and gift taxes.

09/29/2025

Available now for a limited time, discover the “best kept secret in finance” with Financial Expert, Tom Wall. From pursuing death benefit protection with growth on a tax-advantaged basis to implementing strategies for supplementing retirement income, learn how to confidently spend in retirement using permanent life insurance!

Watch now: https://bit.ly/42eRaEK
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09/29/2025

Moves like this aren’t only headlines as they often raise important questions: How should you think about liquidity? Credit? Your portfolio? Even your long-term legacy planning?

Moments like this are a reminder that financial strategies aren’t set-and- forget and should evolve with the environment.

If you’d like to talk through what the Fed’s decision could mean for your bigger picture, let’s connect.

09/29/2025

Whether you watch the stocks or invest in real estate, living in one of these states could reduce your investment taxes in 2025.

Living in one of these places could lower your 2025 investment taxes — especially if you invest in real estate.

09/28/2025

When it comes to planning your estate, there are three conversations you should have as a business owner. Learn more in our free article.

Estate Planning Actions for the Small Business Owner  You've worked hard to create a legacy that will provide for your family, but estate planning is more than just splitting up wealth. And while conversations about your estate may be uncomfortable, wouldn't you rather be prepared?Your browser does...

09/23/2025

What kind of legacy do you want to leave for your family? Download our free article on estate planning for small business owners.

Estate Planning Actions for the Small Business Owner  You've worked hard to create a legacy that will provide for your family, but estate planning is more than just splitting up wealth. And while conversations about your estate may be uncomfortable, wouldn't you rather be prepared?Your browser does...

09/18/2025

Discussing your estate may be difficult. We can help guide you through the process. Check out our free guide to facilitate conversations on estate planning.

Estate Planning Actions for the Small Business Owner  You've worked hard to create a legacy that will provide for your family, but estate planning is more than just splitting up wealth. And while conversations about your estate may be uncomfortable, wouldn't you rather be prepared?Your browser does...

09/18/2025

The Federal Reserve cut its benchmark interest rate by 25 basis points today, the first rate move since last year, as it penciled in two more reductions for this year.

Read more: https://trib.al/AKPx7TZ