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Blog

Exit Strategy-Minimizing Taxes on the Sale of a Business
26 Jun
Blog

Exit Strategy: Minimizing Taxes on the Sale of a Business

  • June 26, 2025
  • By author-avatar Zack Armstrong
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Selling a business you spent years building can be one of the most rewarding experiences of your professional life. It can also be one ...

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Capital Gains Planning
16 Jun
Blog

Capital Gains Planning: What to Do Before Selling a Highly-Appreciated Asset

  • June 26, 2025
  • By author-avatar Zack Armstrong
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If you’re considering selling a business, investment property, or a valuable stock that has appreciated significantly, don’t rush to si...

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1031 Exchanges: A Tax-Smart Way to Grow Your Real Estate Portfolio
17 May
Blog, Tax Management

1031 Exchanges: A Tax-Smart Way to Grow Your Real Estate Portfolio

  • June 7, 2025
  • By author-avatar Zack Armstrong
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If you’ve invested in real estate, you may already know the tax sting from selling a property that has appreciated. Fortunately, the U....

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07 May
Blog, Estate Planning, Tax Management

Create An Estate Plan to Minimize Taxes

  • June 7, 2025
  • By author-avatar Zack Armstrong
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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...

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Tax-Advantaged-College-Savings-CL
18 Apr
Blog, Savings, Tax Management

What Are Tax-Advantaged Accounts for College Savings?

  • April 19, 2025
  • By author-avatar Zack Armstrong
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Planning for a child's college education can be both exciting and daunting. With the rising costs of higher education, it's essential t...

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04 Apr
Blog, Tax Management, Tax Planning

The Role of Irrevocable Trusts in Estate Tax Planning

  • April 19, 2025
  • By author-avatar Zack Armstrong
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Estate planning is about more than passing on wealth—it’s about protecting assets from unnecessary taxation and preserving financial st...

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20 Mar
Blog, Tax Management

How the Tax Cuts and Jobs Act Makes Roth Conversions More Attractive

  • May 9, 2025
  • By author-avatar Zack Armstrong
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The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant changes to the U.S. tax code, many of which have profound implications ...

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06 Mar
Blog, Estate Planning, Tax Planning

Leverage the Estate Tax Exemption

  • May 9, 2025
  • By author-avatar Zack Armstrong
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The federal estate tax exemption determines how much of a person's estate can be passed on to heirs without incurring federal estate ta...

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College Savings Strategy
17 Feb
Blog, Financial Planning, Savings

What Is a Coverdell ESA, and Is It Right for Your College Savings Strategy?

  • March 13, 2025
  • By author-avatar Zack Armstrong
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Saving for a child's education is a significant financial priority for many families. With the ever-rising cost of tuition, it's no sur...

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Bond Ladder
03 Feb
Blog, Estate Planning, Investment Ideas

Maximize your Investment Strategy with a Bond Ladder

  • March 13, 2025
  • By author-avatar Zack Armstrong
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Investors approaching retirement often seek strategies to preserve capital while generating a steady income stream. One such strategy, ...

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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