1031 Exchanges: A Tax-Smart Way to Grow Your Real Estate Portfolio
If you’ve invested in real estate, you may already know the tax sting from selling a property that has appreciated. Fortunately, the U....
17 May
Blog
07 May
Create An Estate Plan to Minimize Taxes
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
What Are Tax-Advantaged Accounts for College Savings?
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
The Role of Irrevocable Trusts in Estate Tax Planning
Estate planning is about more than passing on wealth—it’s about protecting assets from unnecessary taxation and preserving financial st...
20 Mar
How the Tax Cuts and Jobs Act Makes Roth Conversions More Attractive
The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant changes to the U.S. tax code, many of which have profound implications ...
06 Mar
Leverage the Estate Tax Exemption
The federal estate tax exemption determines how much of a person's estate can be passed on to heirs without incurring federal estate ta...
17 Feb
What Is a Coverdell ESA, and Is It Right for Your College Savings Strategy?
Saving for a child's education is a significant financial priority for many families. With the ever-rising cost of tuition, it's no sur...
03 Feb
Maximize your Investment Strategy with a Bond Ladder
Investors approaching retirement often seek strategies to preserve capital while generating a steady income stream. One such strategy, ...
27 Jan
Why 2025 Could Be Your Deadline for a Roth Conversion Advantage
Tax policy changes can create unique opportunities for retirement planning. The current tax landscape, established under the Tax Cuts a...
13 Jan
What Is the Federal Estate Tax Exemption and How Can You Leverage It?
The federal estate tax exemption is one of the most impactful tools in estate planning. it can help you transfer significant wealth to ...