Tax Planning Strategies for High Net-Worth Individuals
Having a higher net worth affords you many benefits, but it also means tax planning is a bit more of a chore. Without a thoughtful
Health Savings Accounts Provide a Simple Tax Break for High-Income Earners
Health Savings Accounts (HSAs) are often overlooked or misunderstood, but they provide a noteworthy tax savings strategy for high-income earners when utilized correctly. Specifically, they
Strategies for Optimizing Employee Stock Options
In recent years, stock options have begun to regain their popularity in executive compensation packages, after falling out of favor during the dot-com bust. Their
Multi-Generational Planning: Funding a 529 Plan for Your Grandchildren
A college education does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making
Beware of Economic Impact Payment (Stimulus Checks) Scams
The IRS is issuing economic impact payments (EIP) to millions of eligible taxpayers (up to $1,200 for individuals and $2,400 for joint filers). A taxpayer is
CARES Act – Retirement Plan Changes for 2020
Required Minimum Distribution Rules Are Suspended for 2020 In normal times, after reaching the magic age, you must start taking annual required minimum distributions (RMDs)
Paycheck Protection Program Loans
On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The CARES Act contains many provisions for businesses
Maximizing the Tax Benefits of Charitable Giving
Recent changes in income tax laws have made it even more important for you to be strategic with your charitable giving during the year so
Investing 101 for Beginners
If you’re new to investing, some of the information on the Internet can be downright confusing. While investing itself is fairly straightforward, many people find
Planned Giving Goes Further
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and
Categories
More Articles
There's no time like the present
Contact us today to speak to one of our trusted advisors and learn how our team can partner, educate, and guide you on your path to financial confidence.
