Category: Tax Management

28 Dec

The Role of Charitable Giving in Reducing Estate Taxes

January 14, 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

January 14, 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

November 20, 2024
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...

19 Apr

Blog, Financial Planning, Investment Ideas, Tax Management

Optimizing Tax Efficiency: How CFAs and CPAs Craft Comprehensive Strategies

November 20, 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. ...