Category: Tax Planning

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...

20 Aug

Blog, Tax Planning

Why Your Investment Strategy Should Start with a Tax Plan

August 22, 2025
By Zack Armstrong

Most investors don’t think about taxes until after they’ve made money. A smart investment strategy begins with a tax plan, not a stock ...

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...

06 Mar

Blog, Estate Planning, Tax Planning

Leverage the Estate Tax Exemption

May 9, 2025
By Zack Armstrong

The federal estate tax exemption determines how much of a person's estate can be passed on to heirs without incurring federal estate ta...

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. ...

13 Sep

Blog, Financial Planning, Investment Ideas, Tax Planning

Tax Planning Strategies for Small Business Owners: The Value of a Financial Advisor

March 18, 2025
By Zack Armstrong

Tax planning is one of the most important aspects of managing a small business. With the complexity of tax laws and the ever-changing r...

13 Sep

Blog, Estate Planning, Financial Planning, Tax Planning

Financial Advisors Can Minimize Your Heirs’ Tax Burden

November 20, 2024
By Zack Armstrong

Estate planning can be daunting, but it's one of the most crucial steps you can take to ensure your legacy continues as you intend. ...

12 Jun

Blog, Financial Planning, Tax Planning

Customized Solutions, Remote Delivery: How CFAs & CPAs Tailor Services to Your Needs

November 20, 2024
By Zack Armstrong

Financial advisory services have undergone a significant transformation. Certified Financial Analysts (CFAs) and Certified Public Accou...

12 Jun

Blog, Financial Planning, Tax Planning

Scalability & Experience: The Dynamic Benefits of Remote CFAs and CPAs for Growing Businesses

November 20, 2024
By Zack Armstrong

Financial acumen and scalability are essential for enterprises seeking sustainable growth. Collaborating with remote Chartered Financia...

19 Apr

Blog, Financial Planning, Tax Planning

Anywhere, Anytime: The Flexibility of Working with Remote CFAs and CPAs

November 20, 2024
By Zack Armstrong

Investors have more options than ever when it comes to managing their finances. One of the most significant developments has been the r...