Resources
Insights on money, family, taxes, and everything in between.
The Doctor's Guide to Wealth Building
12/1/25 · Finances
Doctors, you've made it to the top of the financial ladder, consistently ranking among the highest income earners in the United States (congratulations!). However, this prestigious position also places you on another list: the highest tax payers (not so exciting, right?).
The Ultimate Living Trust Guide
11/11/25 · Legacy
Our comprehensive Living Trust Guide is designed to help you quickly find and understand essential information related to your trust and estate plan. Whether you’re setting things up for the first time or reviewing your current setup, this guide is for you.
SEP, 401k, & IRAs for Self-Employed / 1099s
10/3/25 · Retirement
If you’re self-employed or earn 1099 income, the retirement account options available to you can reduce taxes dramatically while building long-term wealth. This resource breaks it all down for those who are self-employed.
401k, 403b & IRAs for Employed / W2s
10/3/25 · Retirement
Most W2 employees have access to powerful retirement plans - but many people don’t know how to use them strategically. This resource explains the key differences between 401(k)s, 403(b)s, and IRAs so you can contribute smarter, lower your tax bill, and grow your future income.
Income Taxes: A Full Explanation
9/18/25 · Taxes
Understanding federal income taxes is crucial for high-income earners to make well-informed decisions about their financial strategies. In this guide, we will provide an easy-to-understand explanation of how federal income taxes work.
Real Estate Investment Strategies
8/5/25 · Investments
Real estate can play a powerful role in building long-term wealth and generating income, but not all strategies are created equal. From passive investments to active ownership, each approach carries different risks, time commitments, and potential rewards.
Charitable Contributions & Donor Advised Funds
7/12/25 · Philanthropy
Charitable giving can support causes you care about while also offering meaningful tax advantages when structured thoughtfully. This overview explains how charitable contributions work, common strategies, and how Donor Advised Funds can fit into a long-term giving plan.
Utilizing Tax Credits
6/1/25 · Taxes
Tax credits are one of the most powerful ways to reduce what you owe because they lower your tax bill dollar-for-dollar. We review common credits people miss and shows how to strategically plan so you don’t leave money on the table.
Business Entity Classification Election
5/1/25 · Legal
Choosing the right business entity classification can have a major impact on taxes, liability, and long-term flexibility. We explain what an entity classification election is, why it matters, and when it may be worth revisiting with a professional.
Qualified Business Income (QBI) Deduction
4/27/25 · Taxes
The QBI deduction allows certain business owners and self-employed earners to deduct up to 20% of eligible business income. We break down who qualifies, what limits apply, and how to best structure your earnings.
Section 179 Deduction
3/11/25 · Taxes
Section 179 can allow business owners to deduct major purchases - like vehicles, equipment, and technology - far sooner than traditional depreciation rules. This guide explains what qualifies, how the deduction works, and how to use it without triggering costly mistakes.
Utilizing Health Savings Accounts
2/7/25 · Finances
HSAs are often called the “triple tax advantage” account - because contributions can be tax-deductible, growth is tax-free, and qualified withdrawals are tax-free. Learn how to use an HSA as part of your long-term wealth strategy.
The Guide to Year-End Tax Loss Harvesting
1/1/25 · Taxes
Year-end tax loss harvesting can help reduce your tax bill by strategically selling investments at a loss to offset capital gains. This guide walks through how it works, common mistakes to avoid, and when it makes sense to consider before year-end.
What Is a Mission Trip?
12/10/24 · Philanthropy
Mission trips combine service, learning, and personal growth by allowing individuals and families to support communities in need through hands-on involvement. We explore what mission trips typically involve, how to prepare, and why they can be a meaningful part of a values-driven life.
Copyright 2026 © Grand Vision Companies. All Rights Reserved.
Disclaimer: This website is for informational purposes only and not for reliance in evaluating the merits of investing in the Fund. No regulatory authority has approved or assessed the accuracy or completeness of this information. Prospective investors must rely on their own examination and consult professional financial, legal, and tax advisors. The Fund and sale of Interests are not registered, and registration is neither anticipated nor required. Only "accredited investors" may purchase Interests, and they must be prepared to bear economic risk indefinitely. Reselling Interests is restricted, and no public market exists for them. The General Partner does not provide investment recommendations or advice. Contents of this website are proprietary, confidential, and trade secret. Unauthorized reproduction, distribution, or use of its contents are prohibited. Forward-looking statements are inherently unreliable and subject to numerous risks and uncertainties. Investing in the Fund involves significant risks, including economic recession, market volatility, competition, legislative/regulatory changes, key personnel retention, acquisition/development challenges, financial condition of partners, tax status maintenance, and potential uninsured losses or environmental liabilities. Please review the "Risk Factors" section in the Fund's offering documents for a comprehensive understanding of risks. The General Partner assumes no obligation to update or revise statements based on new information, future events, or otherwise.