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...
11 Sep
Blog
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...
26 Jun
Exit Strategy: Minimizing Taxes on the Sale of a Business
Selling a business you spent years building can be one of the most rewarding experiences of your professional life. It can also be one ...
16 Jun
Capital Gains Planning: What to Do Before Selling a Highly-Appreciated Asset
If you’re considering selling a business, investment property, or a valuable stock that has appreciated significantly, don’t rush to si...
17 May
1031 Exchanges: A Tax-Smart Way to Grow Your Real Estate Portfolio
If you’ve invested in real estate, you may already know the tax sting from selling a property that has appreciated. Fortunately, the U....
07 May
Create An Estate Plan to Minimize Taxes
If you're thinking about how to preserve more of your wealth for the people and causes you care about, creating an estate plan that min...
18 Apr
What Are Tax-Advantaged Accounts for College Savings?
Planning for a child's college education can be both exciting and daunting. With the rising costs of higher education, it's essential t...