Author: Zack Armstrong

18 Apr

What Are Tax-Advantaged Accounts for College Savings?

April 19, 2025
By Zack Armstrong

Planning for a child's college education can be both exciting and daunting. With the rising costs of higher education, it's essential t...

04 Apr

Blog, Tax Management, Tax Planning

The Role of Irrevocable Trusts in Estate Tax Planning

April 19, 2025
By Zack Armstrong

Estate planning is about more than passing on wealth—it’s about protecting assets from unnecessary taxation and preserving financial st...

20 Mar

Blog, Tax Management

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

May 9, 2025
By Zack Armstrong

The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant changes to the U.S. tax code, many of which have profound implications ...

06 Mar

Blog, Estate Planning, Tax Planning

Leverage the Estate Tax Exemption

May 9, 2025
By Zack Armstrong

The federal estate tax exemption determines how much of a person's estate can be passed on to heirs without incurring federal estate ta...

17 Feb

Blog, Financial Planning, Savings

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

March 13, 2025
By Zack Armstrong

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...

03 Feb

Blog, Estate Planning, Investment Ideas

Maximize your Investment Strategy with a Bond Ladder

March 13, 2025
By Zack Armstrong

Investors approaching retirement often seek strategies to preserve capital while generating a steady income stream. One such strategy, ...

27 Jan

Blog, Financial Planning

Why 2025 Could Be Your Deadline for a Roth Conversion Advantage

March 18, 2025
By Zack Armstrong

Tax policy changes can create unique opportunities for retirement planning. The current tax landscape, established under the Tax Cuts a...

13 Jan

Blog, Tax Management

What Is the Federal Estate Tax Exemption and How Can You Leverage It?

March 18, 2025
By Zack Armstrong

The federal estate tax exemption is one of the most impactful tools in estate planning. it can help you transfer significant wealth to ...

28 Dec

Blog, Tax Management, Tax Planning

The Role of Charitable Giving in Reducing Estate Taxes

March 18, 2025
By Zack Armstrong

Charitable giving is a powerful tool for high-net-worth individuals looking to reduce estate taxes while creating a lasting legacy. ...

18 Dec

Blog, Financial Planning, Tax Management

A Financial Advisor Can Help You Navigate Tax Benefits for College Savings

March 18, 2025
By Zack Armstrong

Saving for college is a significant financial challenge for many families. Fortunately, there are tax-advantaged strategies to help you...