For many people, taxes are something to think about once a year. Tax documents arrive, a return gets filed, and attention shifts elsewhere until next spring. Read more…
Beyond AGI & MAGI: Multi-Year Tax Planning for High Earners
If you’ve taken the time to calculate your Adjusted Gross Income (AGI) or Modified Adjusted Gross Income (MAGI), you are on the right track to a smart tax planning strategy. Read more…
6 Tax Reduction Strategies to Consider During Market Uncertainty
When market volatility skyrockets, investors often feel at the mercy of wildly fluctuating portfolios. Read more…
Donor Considerations & Best Practices for Charitable Giving
As the end of each year approaches, conversations with many of our wealth management clients turn to strategies for lowering their tax bill. Read more…
Understanding Donor-Advised Funds: A Comprehensive Guide
The use of donor-advised funds (DAF) as a charitable giving vehicle has exploded in popularity in recent years. Read more…
Protecting Your Post Divorce Finances With Appropriate Planning
Despite recent downward trends, the facts are stark: More than 689,000 people divorced in 2021. These high numbers reveal a fundamental truth: Every year, hundreds of thousands of Americans discover just how complicated divorce finances can be. As a result, there are multiple questions to answer. Read more…
Getting More from Giving Back
From a young age, I’ve enjoyed giving back. Almost every year of high school and college I participated in a mission trip. Since college I’ve had the amazing opportunity to travel to Uganda to help those in need. (See some of the life lessons I learned on this amazing trip). Each trip was unique, Read more…
