Category: Tax Management

24 Jul

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...

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...

30 Mar

Blog, Estate Planning, Investment Ideas, Tax Management

Windfall Wisdom: Strategies for Minimizing Tax Burden on Large Inheritances

July 14, 2024
By Zack Armstrong

Inheriting a significant amount of money can provide financial security and open new opportunities. It also has potential tax implicati...

29 Feb

Blog, Financial Planning, Tax Management

Navigating Tax Implications: How Deferred Compensation Can Impact Your Financial Future

March 29, 2024
By Zack Armstrong

Understanding the tax implications of your financial decisions is crucial for managing your money effectively. One area with complex ta...

25 Apr

Blog, Financial Planning, Tax Management

Secrets of Wealth Management Professionals

July 14, 2024
By Natalya Lainhart

The world of wealth management can be shrouded in mystery, with industry insiders holding the keys to the secret of financial success. ...

25 Apr

Blog, Estate Planning, Financial Planning, Investment Ideas, Investment Philosophy, Tax Management, Tax Planning

The Importance of a Personal Financial Roadmap

July 14, 2024
By Natalya Lainhart

Good planning is required for your financial journey. It’s unlikely to be smooth without unexpected events requiring a change in plans....

06 Oct

Tax Accounting, Tax Management, Tax Planning

Secure Your Future With Tax Planning

January 26, 2023
By Zack Armstrong

Arthur Godfrey once said, “I’m proud to pay taxes in the United States, but I’d be just as proud for half the money.” Early in our c...

26 Sep

Blog, Financial Planning, Tax Management

Which is Better Financial Advisor vs Accountant

January 26, 2023
By Zack Armstrong

Choosing the right financial advisor is a serious decision, with major ramifications. You have a dizzying array of options, fee st...