News, Insight and Opinions
From the Desk: Wealth Management v. Financial Planning
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- 1 minute
When people ask what I do for a living, I tell them "wealth management." Most people hear "financial planning," and that's understandable. The two overlap, and many financial planners do excellent work. But wealth management adds another important layer.…
Nothing Is Certain but Death and Uh, Taxes?
- 031925
- 2 minutes
The Tax Cuts and Jobs Act of 2017 was scheduled to expire at the end of this year, but we may see it extended in some form before then. What will the president and the Republican-majority Congress plan for next year? And how should we be preparing now?…
Tax Planning for the Self-Employed
- 022619
- 4 minutes
Ah, the joy of being self-employed—and then there's taxes. Learn how to do tax season like a boss.…
Taxation of Investments
- 021919
- 5 minutes
Filling out your federal income tax return may leave you scratching your head. Just how do you report your investments and how are they taxed?…
Income Tax Planning and 529 Plans
- 020519
- 3 minutes
The tax benefits offered by 529 plans make them attractive, but it's important to evaluate the consequences of withdrawals and contributions before you invest.…
Should You Strategize Your Charitable Donations?
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- 1 minute
The Tax Cuts and Jobs Act of 2017 has made sweeping changes to tax deduction calculations. How can you maximize the tax impact of your charitable giving?…
Tax Wise
- 052115
- 1 minute
Like retirement planning, tax planning should be a year-round endeavor. And putting aside funds now can provide for tax-free income in the future.…
