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Tax Planning

Need help with tax planning? Check out our blog for advice on what you need to know and how to manage your tax liability efficiently.

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5 Tips for a Burden-Free Tax Season

5 Tips for a Burden-Free Tax Season

5 Tips for a Burden-Free Tax Season We know it’s coming—every year. For some of us, it’s a great thing. For others, not so much. Tax season can mean different things to different people. However, one thing is for sure, if you know you’re going to owe, you hold off on...

Tips for filing taxes like a pro and maximizing your refund

Tips for filing taxes like a pro and maximizing your refund

I'd like to thank you for joining us for our webinar on tips for filing taxes like a pro and maximizing your refund brought to you by Finpath University. And I'm joined today. I'm Aaron Hennigan. I'm joined by Matt Anderson. Matt is a senior wealth advisor that works...

Tax Wins From Portfolio Gains

Tax Wins From Portfolio Gains

Written By: Sarah Nadiri Do you have large unrealized capital gains in your after-tax (non-retirement) portfolio? The question of how to strategically plan around large, embedded capital gains has become increasingly popular. The growth of the U.S. and other global...

How to Prepare for Tax and Estate Planning Changes

How to Prepare for Tax and Estate Planning Changes

Written By: John Folwer, CFP® Unprecedented. A word we have uttered quite a bit over the last 14 months. Unprecedented. As in an unprecedented viral outbreak, an unprecedented economic shutdown, an unprecedented amount of stimulus passed by Congress, and an...

2020: Presidential Tax Plan

2020: Presidential Tax Plan

Democratic Presidential nominee Joe Biden has released a tax plan that could seek to increase taxes on high net worth individuals. Although it is a campaign platform, it provides insight into the intended direction and changes that could take effect. Though it is...

The Financial Planning Jigsaw Puzzle

The Financial Planning Jigsaw Puzzle

You sit down with a financial advisor, they ask a few questions and they recommend your investment plan should be 60% stock and 40% bonds. That mix of assets has been recommended for decades and for some it may be the right strategy. Our view of financial planning is...

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