facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Scroll through our blog posts below:

Sign-up to be emailed our our most recent and trending blogs

2023 Tax Adjustments Thumbnail

2023 Tax Adjustments

The IRS just announced the 2023 tax adjustments based on inflation adjustments or code changes. While we will be analyzing all changes and the impact it has to our tax management clients, the tax items for tax year 2023 of greatest interest to most taxpayers include the following

Read More
The Inflation Reduction Act of 2022 Thumbnail

The Inflation Reduction Act of 2022

President Biden signed the Inflation Reduction Act of 2022 into law, which includes new tax provisions, extensions, and expansions of tax benefits related to energy efficiency and healthcare. So what does this mean for you and your taxes?

Read More
Understanding Charitable Trusts Thumbnail

Understanding Charitable Trusts

When it comes to strategic tax planning and management, one of the best ways to mitigate future tax on your investment gains or create tax savings to offset current year tax liability from investment sales or large income realization events such as a Roth conversions or business sale is through philanthropic and charitable giving. There are many charitable tools available depending on your personal financial circumstances, amount of charitable giving, timing of charitable giving, and last but not least, complexity of implementation. In today's post, we are going to focus on Charitable Trusts.

Read More
Is Your Life Insurance an Asset or Liability? Thumbnail

Is Your Life Insurance an Asset or Liability?

When I think about life insurance, the three words that come to mind are: Misunderstood, Mis-sold, Mismanaged Life insurance is one of the most misunderstood financial products by consumers. Life insurance is one of the most mis-sold financial products by insurance agents. Life insurance is one of the most mismanaged asset by wealth managers & financial advisors. The combination of these three M’s ultimately gives a very valuable product a tarnished reputation causing many to underestimate the importance of life insurance in a holistic financial plan.

Read More
The Tax Proposal Merry-Go-Round 2.0 Thumbnail

The Tax Proposal Merry-Go-Round 2.0

On Thursday afternoon (October 28, 2021), The House Rules Committee released a draft of the reconciliation text outlining the framework for what was President Biden’s original $3.5 trillion social safety net proposal. As many of you saw, I released an article on September 14th titled Responsibly Funding Our Priorities, in which I outlined The House Ways and Means Committee’s proposed legislation titled “Responsibly Funding Our Priorities.” This preliminary tax legislation, which circulated on and off Capitol Hill, would have raise as much as $2.9 trillion to pay for most of President Biden’s infrastructure proposal by increasing taxes on the wealthiest corporations and individuals (those over $400k of income). As you can see in my previous article, I claimed that this proposed legislation was far from law and we would certainly see changes, and changes there are!

Read More

(888) 617-3402