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The Talk Nobody Wants to Have (But Everybody Needs To)

August 18, 2026

Succession planning isn't just for retirement. Discover how business owners can avoid major estate tax pitfalls and protect the wealth they've built.

Rob Bixler, CFO of Nichols Cauley

Nichols Cauley Appoints Rob Bixler as Chief Financial Officer

Accomplished executive brings expertise in capital markets, corporate strategy, and financial leadership to help guide business transformation.

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From Law School to Cross-Border Council: Inside Elias Alarcon’s Journey

From accounting to law to an unconventional role as an attorney inside a CPA firm, Elias Alarcon has built his career by trusting his gut—and become the trusted advisor cross-border families turn to for their most...

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Harnessing the Power of Connection: The Steady Ascent of Sonia Pascual

From her early days navigating a new country to becoming a trusted international tax advisor, Sonia Pascual built her career on two unshakeable pillars: a love of numbers and an extraordinary gift for human connection.

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Don't Wait for a Crisis: Why Every Business Owner Needs an Estate Plan Now

Learn why business owners need an estate plan now to protect their company, family, and legacy while reducing tax and transition risks.

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From French Horn to Focused Advisor: The Making of Alex Molieri

What started as a music scholarship and ended in tax law is the story of Alex Molieri—a journey through unexpected turns that led him to build a thriving practice serving the business owners he believes deserve...

Could You Get a Refund on COVID-Era Tax Penalties? Here's What You Need to Know

Could You Get a Refund on COVID-Era Tax Penalties? Here's What You Need to Know

A federal court decision just created a real opportunity for business owners to recover penalties and interest the IRS assessed during the pandemic. We're breaking down what it means and who might qualify. 

Nichols Cauley, Partners Risk Services, and JGH Consulting Merge to Establish New Platform in Partnership with Madison Dearborn Partners

Nichols Cauley, Partners Risk Services, and JGH Consulting Merge to Establish New Platform in Partnership with Madison Dearborn Partners

Platform creates “one-stop-shop” financial services firm to offer clients accounting, tax, audit, insurance, and transaction advisory services Partnership with Madison Dearborn Partners adds strategic…

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One Big Beautiful Bill Act (OBBBA): Federal Electronic Payment Mandate & Instructions

On March 25, 2025 in an effort to combat unnecessary costs, delays, lost checks and potential fraud, President Trump signed Executive Order 14247 –…

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