Category: Tax Management

11 Sep

Blog, Financial Planning, Retirement Planning, Tax Management, Tax Planning

Backdoor Roth IRA Strategies: Work With a CPA to Avoid Costly Errors

September 11, 2025
By Zack Armstrong

For high-income earners, investing in a Roth IRA isn’t always straightforward. The IRS limits who can contribute directly based on inco...

30 Jul

Blog, Tax Management

Tax-Loss Harvesting Isn’t Just for December: A Year-Round Guide

July 30, 2025
By Zack Armstrong

Tax-loss harvesting is too valuable to limit to a single season. If you wait until year-end, you might miss the best opportunities to r...

16 Jul

Blog, Tax Management

Managing Concentrated Stock Positions Without Triggering Big Tax Bills

August 20, 2025
By Zack Armstrong

You may hold a concentrated stock position if you’ve built wealth through stock options, equity compensation, or a successful long-term...

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 ...

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. ...