26 Jun Blog Exit Strategy: Minimizing Taxes on the Sale of a Business June 26, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Selling a business you spent years building can be one of the most rewarding experiences of your professional life. It can also be one ...Continue reading
16 Jun Blog Capital Gains Planning: What to Do Before Selling a Highly-Appreciated Asset June 26, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram If you’re considering selling a business, investment property, or a valuable stock that has appreciated significantly, don’t rush to si...Continue reading
17 May Blog, Tax Management 1031 Exchanges: A Tax-Smart Way to Grow Your Real Estate Portfolio June 7, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram If you’ve invested in real estate, you may already know the tax sting from selling a property that has appreciated. Fortunately, the U....Continue reading
07 May Blog, Estate Planning, Tax Management Create An Estate Plan to Minimize Taxes June 7, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram 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...Continue reading
18 Apr Blog, Savings, Tax Management What Are Tax-Advantaged Accounts for College Savings? April 19, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Planning for a child's college education can be both exciting and daunting. With the rising costs of higher education, it's essential t...Continue reading
04 Apr Blog, Tax Management, Tax Planning The Role of Irrevocable Trusts in Estate Tax Planning April 19, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Estate planning is about more than passing on wealth—it’s about protecting assets from unnecessary taxation and preserving financial st...Continue reading
20 Mar Blog, Tax Management How the Tax Cuts and Jobs Act Makes Roth Conversions More Attractive May 9, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant changes to the U.S. tax code, many of which have profound implications ...Continue reading
06 Mar Blog, Estate Planning, Tax Planning Leverage the Estate Tax Exemption May 9, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram The federal estate tax exemption determines how much of a person's estate can be passed on to heirs without incurring federal estate ta...Continue reading
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 Facebook Twitter Pinterest linkedin Telegram 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...Continue reading
03 Feb Blog, Estate Planning, Investment Ideas Maximize your Investment Strategy with a Bond Ladder March 13, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Investors approaching retirement often seek strategies to preserve capital while generating a steady income stream. One such strategy, ...Continue reading