Category: Blog

13 Sep

Blog, Financial Planning, Investment Ideas, Tax Planning

Tax Planning Strategies for Small Business Owners: The Value of a Financial Advisor

September 13, 2024
By Zack Armstrong

Tax planning is one of the most important aspects of managing a small business. With the complexity of tax laws and the ever-changing r...

13 Sep

Blog, Estate Planning, Financial Planning, Tax Planning

Financial Advisors Can Minimize Your Heirs’ Tax Burden

September 13, 2024
By Zack Armstrong

Estate planning can be daunting, but it's one of the most crucial steps you can take to ensure your legacy continues as you intend. ...

24 Jul

Blog, Financial Planning, Investment Ideas

Using 529 Plans for College Savings: Pros and Cons

August 19, 2024
By Zack Armstrong

Planning for your child's college education can feel overwhelming, but starting early with a 529 plan can make a significant difference...

24 Jul

Blog, savings, Tax Management

The Benefits of Roth IRA Conversions: How Financial Advisors Can Optimize Your Retirement Savings

August 19, 2024
By Zack Armstrong

One of the most effective retirement planning strategies is converting a traditional IRA to a Roth IRA. This conversion can provide sub...

24 Jun

Blog, Estate Planning, Tax Management

Maximize Annual Gift Tax Exclusions to Lower Your Taxable Estate

July 14, 2024
By Zack Armstrong

Estate planning is an essential aspect of financial management that ensures your legacy is protected and passed on to your beneficiarie...

21 Jun

Blog, Financial Planning, Tax Management

The Impact of Social Security on Your Retirement Taxes

July 14, 2024
By Zack Armstrong

Navigating the complexities of retirement taxes can be challenging, especially considering the tax implications of Social Security bene...

12 Jun

Blog, Financial Planning, Tax Planning

Customized Solutions, Remote Delivery: How CFAs & CPAs Tailor Services to Your Needs

June 28, 2024
By Zack Armstrong

Financial advisory services have undergone a significant transformation. Certified Financial Analysts (CFAs) and Certified Public Accou...

12 Jun

Blog, Financial Planning, Tax Planning

Scalability & Experience: The Dynamic Benefits of Remote CFAs and CPAs for Growing Businesses

June 28, 2024
By Zack Armstrong

Financial acumen and scalability are essential for enterprises seeking sustainable growth. Collaborating with remote Chartered Financia...

19 Apr

Blog, Financial Planning, Investment Ideas, Tax Management

Optimizing Tax Efficiency: How CFAs and CPAs Craft Comprehensive Strategies

April 25, 2024
By Zack Armstrong

As a financial advisor holding both Certified Financial Analyst (CFA) and Certified Public Accountant (CPA) designations, I have a uniq...

19 Apr

Blog, Financial Planning, Tax Planning

Anywhere, Anytime: The Flexibility of Working with Remote CFAs and CPAs

April 25, 2024
By Zack Armstrong

Investors have more options than ever when it comes to managing their finances. One of the most significant developments has been the r...