Blog Posts & Resources
Tax Season 2023: IRS Eases Rules for Online Sellers and Payment Apps, Bringing Relief to Millions
This week’s idea is a look at what lies ahead for next year’s tax season. Stay calm – we have good news. Among all the
Popular Posts
Insights from wealth management experts
Tax Savings with Energy-Efficient Home Renos
This week’s insight is a look at how you can get back some of your tax dollars on energy-efficient home renos. Did you know… 90%
The Importance of Early Savings and Long-Term Commitment in Shaping Financial Outcomes
This week’s insight underscores the importance of saving early and often, while also highlighting the crucial role our commitment and behaviors play in shaping our
Policy Change Ahead: High-Earners’ 401(k) Catch-Up Contributions to Lose Tax Deduction in 2024
This week’s insight delves into a bit of bad news for a certain group of savers nearing retirement age. Starting next year, high-earning Americans will
The Importance of Financial Planning for Entrepreneurs: Your Business & Your Life
I’ll be honest: Sometimes crafting a financial plan for a married couple with a decent-sized nest egg who have their eyes set on retiring at
Preserving Family Wealth: Smart Strategies for Future Generations
This week’s idea is a fresh look at how you can max out the value of your investments to not just your children, but also
Homeowner’s Insurance Checkup
This week’s idea is a reminder to know your home insurance coverage and act quickly if you are not renewed. Hurricane season is already heating
The Power of Roth Conversions: Securing a Low Tax Rate Today
I rarely come across a client who is happy to take their Required Minimum Distribution (RMD). Alas, with the passage of the SECURE 2.0 Act,
Stocks Jump to Kick Off June
This might be the greatest recession ever for the U.S. economy. Consider that 339,000 jobs were added in May, inflation is on the mend (we
Real Estate Professional Status: How It Can Reduce Your Tax Bill
There are so many seemingly hidden ways to save on taxes in the real estate market. By meeting two key requirements and with an understanding
Qualified Opportunity Zone Investments: Capturing Tax Savings
Doing good while making money is not a bad combination. Qualified Opportunity Zone (QOZ) investments allow you to do just that. The 2017 Tax Cuts
1031 Exchanges & DSTs: Strategies to Optimize Your Real Estate Portfolio
Real estate owners have enjoyed a strong market over the past few years. Ever since the market bottomed following the Great Financial Crisis, homeowners and
