Wealth Management | Plancorp | Tax Planning

Missouri Capital Gains Tax Bill 594: What It Means for Investors and Why It Matters

At a time when tax policy is increasingly complex and ever-changing, staying ahead of legislative developments is essential—especially for taxpayers navigating both federal and state tax systems. Read more…

Understanding What the ‘Big Beautiful Bill” Means for You

On July 4th, the sweeping legislation known as the “Big Beautiful Bill” (BBB) was signed into law by President Trump, marking a philosophical continuation of many Tax Cuts & Jobs Act policies, with some notable changes. Read more…

Could You Qualify for a 100% Tax Exclusion When Selling Your Business? Understanding Section 1202

Selling a business is a major milestone—and for some entrepreneurs, it can also come with a unique tax-saving opportunity. If you’re planning to sell all or part of a company structured as a C corporation, Section 1202 of the Internal Revenue Code may allow you to exclude up to 100% of the capital Read more…

Understanding the Net Investment Income Tax (NIIT)

There are certain life events that can have a large impact on the taxes you pay: retiring, getting married, selling a business, inheriting assets, and more. 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…

Irrevocable Life Insurance Trusts (ILIT): An Estate Planning Secret Weapon?

When it comes to estate planning, most people want two things: to keep as much of their wealth as possible in the family and to avoid paying Uncle Sam more than necessary. Read more…

How Tax Projections Help Make Better Financial Decisions

"We should run a tax projection." You’ll hear that a lot around Plancorp Wealth Management. Read more…

Is a QTIP Trust Right for Your Blended Family?

A QTIP may sound familiar, but this isn’t for your ears. However, it may be good for your blended family. Read more…

Is a Health Savings Account Worth It for High-Net-Worth Individuals?

Health Savings Accounts (HSAs) are often discussed in the basic context of providing tax advantages and savings opportunities for all income levels. Read more…

How to Prepare for the Potential Sunset of the Estate and Gift Tax Exemption in 2025

In 2018, the federal estate and gift tax exemption amount increased substantially, allowing high-net-worth individuals to avoid paying estate taxes on a significant portion of the assets in their estates. Read more…

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