PLANNING TO WEALTH ANNOUNCEMENTS
David Flores Wilson presents on Qualified Small Business Strategies at the Fall 2025 NAPFA Conference
september 6, 2025
Planning to Wealth’s David Flores Wilson spoke at the Fall 2025 National Association of Personal Financial Advisors in Washington, DC on September 5, 2025 on “Unlocking QSBS: Strategies to Maximize Tax-Free Gains”. He discussed ways to optimize and maximize the powerful Section 1202 financial planning strategy, and how founders and entrepreneurs can optimize and even multiple the $10 million or $15 million capital gain exclusion from a liquidity event through “tacking”, “packing”, “stacking”, Section 1045 rollover, and other strategies. He also discussed the implications of the One Big Beautiful Bill Act ( OBBBA), common QSBS pitfalls, multiple QSBS tranche strategies, and the application of Section 1244 on QSBS.
David Flores Wilson joins faculty of the Philanthropic Planning with Business Owners Certificate Program
August 10, 2025
Daylight Advisors has launched the Philanthropic Planning with Business Owners Certificate program and Planning to Wealth’s David Flores Wilson has joined as part of the faculty to teach “Philanthropy as Part of Business Transition & Exit Planning”. He will cover various topics including the implication of donating business interest to charity, family business succession, and the exit planning process.
Sincerus Advisory sponsors NYC Founders & Funders event
August 5, 2025
As part of Sincerus Advisory commitment to the New York City entrepreneur community, we sponsored OneSixOne Ventures NYC Founders & Funders event on August 4, 2025. Hosted by Brown Rudnick, the event brought together founders and investors in the New York City startup tech ecosystem for an evening of networking and dialogue.
David Flores Wilson Earns CM&AA certification from the Alliance of Merger & Acquisition Advisors
April 12, 2025
Planning to Wealth’s David Flores Wilson earned the Certified Merger & Acquisition Advisor (CM&AA) certification from the Alliance of Merger & Acquisition Advisors. The CM&A covers topics from business valuation, business structuring, and financial analysis to legal and tax considerations in M&A transactions.
David Flores Wilson Presents on Integrating Business Exit Planning and Philanthropic Planning for Greater Impact for Advisors in Philanthropy
March 18, 2025
Planning to Wealth’s David Flores Wilson presented on how business owners can achieve better outcomes for their families through effective exit planning and philanthropic planning on March 18, 2025 for the Advisors in Philanthropy (AiP). AiP is a network of diverse professional advisors who are devoted to mastering and promoting the principles and practices of client-centered planning.
David Flores Wilson Speaks at the Exit Success Lab Growth Acceleration Event on “Structuring Options for Business Owners
December 6, 2024
Planning to Wealth’s David Flores Wilson spoke at the Exit Success Lab (ESL) Growth Acceleration event on December 6, 2024. He presented to founders and owners on ways they could reduce their tax burden when selling their business. Topics included installment sales, asset sales versus stock sales, qualified small business stock (QSBS) strategies, ESOPs and Section 1042 rollovers, charitable strategies, and estate tax mitigation strategies.
David Flores Wilson Speaks at XYPN Live on “Advising the Business Owner and Entrepreneur Niche”
October 16, 2024
Planning to Wealth’s David Flores Wilson spoke at XYPN Live in Minneapolis, MN on October 15, 2025 on “Advising the Entrepreneur and Business Owner” niche. He discussed the business owner mindset, unique risks to business owners, solutions for business owner asset concentrating, owner compensation strategies, business exit planning, and family business issues.
David Flores Wilson Named Finalist for ThinkAdvisor Luminaries Award for Thought Leader of the Year
September 13, 2024
Planning to Wealth’s David Flores Wilson was named a finalist for ThinkAdvisor’s Luminaries Award for Thought Leader of the Year. Other finalist include thought leaders from Destiny Wealth Partners, Perigon Wealth Management, and Satovsky Asset Management.
David Flores Wilson Panelist on NAPFA Playbook Series
June 27, 2024
Planning to Wealth’s David Flores Wilson participated in a panel for NAPFA’s Playbook Series on “What Kinds of Service Add-Ons or Resources Could You Be Offering to Clients?” He touched on offering advice to business owners on different stages of the business cycle and offering business exit planning services.
david flores wilson leads xypn panel on serving business owners and entrepreneurs
October 30, 2023
Planning to Wealth’s David Flores Wilson lead a panel for XYPN on “Inside Experts: Successfully Targeting and Serving the Business Owner and Entrepreneur Niche”. David discussed advising business owners, founders, and entrepreneurs on various topics including formation strategies, owner compensation strategies, qualified small business stock (QSBS), exit planning, private company boards, succession in family businesses, and other topics.
David Flores Wilson speaks at the 2023 napfa fall conference on philanthropy
October 22, 2023
Planning to Wealth’s David Flores Wilson spoke at the 2023 Fall NAPFA National Conference on “Advising Clients on Philanthropy to Better Serve Clients and Differentiate Your Business”. He discussed a strategic philanthropy framework for clients that moves from reactive giving to proactive giving, and helps clients evaluate, tax efficiently give, and monitor their contributions.
David Flores Wilson named to the Investopedia 100 Top Financial Advisors of 2020
October 27, 2020
Planning to Wealth is happy to announce that David Flores Wilson, CFP®, CFA was awarded as one of the 100 Top Financial Advisors of 2020 by Investopedia. The award is based on advisor impact of published work, public appearances, and online following.
PLANNING TO WEALTH AND SINCERUS ADVISORY PARTNER TOGETHER
Planning to Wealth is pleased to announce that founder and editor David Flores Wilson is joining Sincerus Advisory, a Manhattan-based Registered Investment Advisory firm that provides holistic, fee-only financial planning and wealth management services to families, business owners, and individuals in the New York Metro area and nationwide.
Wilson joins Sincerus Advisory as Managing Partner alongside Dann Ryan, CFP®, who founded the firm in 2019 after more than a decade career in the wealth management industry. In this new dynamic, the pair is committed to developing a best of class financial planning and wealth management experience with a passionate focus on technology, transparency, and solutions tailored for the unique needs of each client.
David Flores Wilson named recognized on wealthmanagement.com thrive list
december 15, 2019
Planning to Wealth congratulates David Flores Wilson for being named to Wealthmanagement.com’s 2019 Thrive list, which recognizes the fastest growing advisors in the industry. The average revenue growth of the advisors on the Thrive list was three times the industry average, as calculated by McKinsey & Company’s PriceMetrix. To qualify, advisors had to be based in the US, free of ergulatory actions, and working with individual clients.
David Flores Wilson EARNs CERTIFIED EXIT PLANNER ADVISOR (CEPA) DESIGNATION FROM EXIT Planning Institute
November 1, 2019
Planning to Wealth is happy to announce that David Flores Wilson has received the Certified Exit Planning Advisor certification from the Exit Planning Institute. The program is designed to 1) teach advisors how to aid business owners with the strategy, planning, and process to build a business that is transferable and 2) address the financial, legal, and tax issues before, during, and after transferring a business so that business owners can maximize value and achieve their personal, financial and business goals. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Using a combination of lectures, group discussions, case studies and individual exercises during 40 hours of classroom instruction, the designation is awarded after a 3-hour proctored exam.
David Flores Wilson named to the Investopedia 100 Top Financial Advisors of 2019
AUGUST 1, 2019
Planning to Wealth is happy to announce that David Flores Wilson, CFP®, CFA was awarded as one of the 100 Top Financial Advisors of 2019 by Investopedia. Advisors were chosen based on making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. Investopedia's methodology focuses on financial advisors who have demonstrated an ability to reach the largest and most relevant financial and investing audience, as measured by the impact and quality of their published work, public appearances, and online following. The methodology heavily weighs peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers.
David flores wilson to present at FPa’s Financial Literacy program at the new york public library on “financial planning for a sudden windfall or inheritance”
june 12, 2019
As part of the FPA of Metro New York’s Money Matters Financial Literacy Programs, David Flores Wilson, CFP®, CFA will discuss financial strategies and tips that people receiving an inheritance or windfall can implement to help them achieve financial freedom. Please email npinto@wattscapital.com to RSVP. Topics covered include:
A step by step guide on what actions people should take
Strategies and behaviors to maximize success
Unique tax, legal, or other considerations
Additional strategies for those selling a business
STRATEGIES TO LOWER THE COST OF COLLEGE AND MAXIMIZE FINANCIAL AID
May 13, 2019
Learn the best strategies and techniques to save for college, how to save on the actual cost of college, and how to maximize financial aid. Presented by David Flores Wilson, CFP®, CFA. Topics to be covered include:
- What parents should do to prepare for paying and saving for college
- A framework to lower the cost of college
- Understanding where to focus on when it comes to financial aid
- Maximizing financial aid techniques
- Leveraging offers to save money on college
- The best vehicles to save for college
- Strategies for business owners
Please email npinto@wattscapital.com to RSVP.
david flores wilson hosts financial planning tax savings strategies seminar at wework in new york city
January 31, 2019
David Flores Wilson of Planning to Wealth will be hosting a seminar on tax saving strategies at noon on February 6th, 2019 at the WeWork in New York City on 1460 Broadway. Topics to be covered include Backdoor Roth contributions, Opportunity Zone investments, education financial planning strategies, and charitable planning tax strategies. If you would like to attend, please email dwilson@planningtowealth.com.
Planning to Wealth to present at FPa’s money matters Financial Literacy program at the new york public library
December 7, 2018
As part of the FPA of Metro New York’s Money Matters Financial Literacy Programs, David Flores Wilson, CFP®, CFA will discuss Social Security strategies and tips that young people can implement at the New York Public Library on Thursday, March 14, 2019, 3:00 P.M. Topics to be covered include:
The future of Social Security
Retiring early can have its drawbacks
Your Social Security statement is probably inaccurate
How your Social Security strategies affect your spouse and family
How working in retirement impacts Social Security
Small business owner Social Security strategies
Planning to Wealth to co-host financial planning seminar with title Guaranty
April 16, 2018
Planning to Wealth is proud to announce “A Stock Market Update: Opportunities to Grow your Wealth and the Pitfalls to Avoid” on April 27th at the Dusit Thani Hotel in Tumon, Guam. Co-hosted by Ryan Mummert of Title Guaranty, the event is focused on current opportunities in the stock and bond markets, financial planning pitfalls, and opportunities for business owners and real estate professionals. If you would like to attend, please email dwilson@planningtowealth.com.
PLANNING TO WEALTH KICKS OFF BUSINESS OWNER ROUNDTABLE FORUM
FEBRUARY 12, 2018
Planning to Wealth hosted the Business Owner Roundtable Forum at Neuehouse in New York City on February 9th. Moderated by David Wilson, financial planning clients and friends of Planning to Wealth discussed a wide range of issues relevant to their businesses, including the increasing challenge to businesses of hiring and retaining design and technical talent with fierce competition from massive, well-funded technology companies like Google and Facebook, the rising influence of millennial employees on the workplace, and the impact of immigration changes on businesses. The next Business Owner Roundtable will be held in May. Please email dwilson@planningtowealth.com if you are interested in attending a forum.
DAVID flores WILSON RECEIVES THE CERTIFIED COLLEGE FINANCIAL CONSULTANT (CCFC) DESIGNATION FROM THE AICCFC.
NOVEMBER 15, 2017
Editor and Writer at Planning to Wealth, David Flores Wilson, received the premier financial planning designation focused on advising families as they put their children through college: the CCFC. Administered by the AICCFC, the CCFC program includes comprehensive coursework and a final examination on the following areas: student loan advising, financial aid advising, academic planning to reduce costs, optimal saving strategies and an analysis of higher education tax deductions and credits. CCFC charterholders must complete a fiduciary oath and annual service requirements. Coursework also includes specific, actionable college financial strategies and techniques for business owners, divorced parents, grandparents and high net worth families. If you are interested in a free consultation on college planning for your family, please email dwilson@planningtowealth.com.