Category: Blog

26 Jun

Exit Strategy: Minimizing Taxes on the Sale of a Business

June 26, 2025
By Zack Armstrong

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

Blog

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

June 26, 2025
By Zack Armstrong

If you’re considering selling a business, investment property, or a valuable stock that has appreciated significantly, don’t rush to si...

17 May

Blog, Tax Management

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

June 7, 2025
By Zack Armstrong

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

Blog, Estate Planning, Tax Management

Create An Estate Plan to Minimize Taxes

June 7, 2025
By Zack Armstrong

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

Blog, Savings, Tax Management

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, ...