Category: Tax Management

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

April 8, 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. ...

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...

25 Oct

Blog, Financial Planning, Tax Management

Tax Implications to Consider When Moving Your 401(k) to a New Employer

March 18, 2025
By Zack Armstrong

Changing jobs brings excitement and new opportunities. It's also a time to consider your 401(k) and how your retirement savings fit int...

24 Jul

Blog, Savings, Tax Management

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

November 20, 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

November 20, 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

November 20, 2024
By Zack Armstrong

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