The Long-Term Impact of Gifting Through Investing
Most gifts are designed for immediate use. They’re opened, enjoyed, and eventually replaced or forgotten. Even meaningful gifts can hav...
30 Dec
Blog
15 Dec
Exploring the Tax Implications of Alternative Investments
Alternative investments are often discussed in terms of diversification and return potential. Less attention is given to what ultimatel...
24 Nov
Beyond the Paycheck: Understanding Tax-Efficient Wealth for Business Owners
Growing your income is one part of building wealth, but understanding how that income is taxed (and how to manage it correctly) is just...
10 Nov
Entity Structure and Exit Planning: Setting Up for a More Tax-Efficient Business Sale
Most business owners form their companies with the beginning in mind – from products and customers to growth and logistics. However, be...
07 Oct
What is a Net Unrealized Appreciation (NUA) Strategy, and Can It Save You on Taxes
If you own company stock in a retirement account, there’s a little-known tax strategy that could save you a substantial amoun...
11 Sep
Backdoor Roth IRA Strategies: Work With a CPA to Avoid Costly Errors
For high-income earners, investing in a Roth IRA isn’t always straightforward. The IRS limits who can contribute directly based on inco...
20 Aug
Why Your Investment Strategy Should Start with a Tax Plan
Most investors don’t think about taxes until after they’ve made money. A smart investment strategy begins with a tax plan, not a stock ...
06 Aug
Why True Diversification is More Than Stocks and Bonds
Diversification is one of the most overused and misunderstood words in investing. For most people, it means owning a mix of stocks a...
30 Jul
Tax-Loss Harvesting Isn’t Just for December: A Year-Round Guide
Tax-loss harvesting is too valuable to limit to a single season. If you wait until year-end, you might miss the best opportunities to r...
16 Jul
Managing Concentrated Stock Positions Without Triggering Big Tax Bills
You may hold a concentrated stock position if you’ve built wealth through stock options, equity compensation, or a successful long-term...