tax optimization

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Advanced Charitable Giving Strategies for Smart Investors

Discover how strategic charitable giving can boost your impact and reduce taxes. Explore advanced tools like CRTs, CLTs, DAFs & pooled-income funds to transform your financial future while supporting causes you care about.

9/19/2024

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Tax Planning With Your Financial Advisor

Discover how a financial advisor can help you minimize taxes and maximize savings. Learn strategies for tax-efficient investing, Roth conversions, charitable giving, and more to boost your financial plan.

Brandon Mather CFP®, CEPA®

2/14/2024

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Reducing Capital Gains Tax Through Efficient Tax Planning

Learn how to manage capital gains, avoid Medicare premium hikes, and reduce tax liabilities in retirement. Explore smart strategies like phased stock sales and tax planning to protect your income and investments.

Britta Ferguson CEPA®, CFP®

4/6/2023

Blog

The Pros & Cons of Tax Refunds

Struggling with lower tax refunds and high inflation in 2023? Discover smart strategies to boost your tax return or reduce your IRS bill—plus tips on maximizing deductions, credits, and making the most of your refund.

Joe Evans CFP®

3/1/2023

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9 Things Your Tax Preparer May Not Want You to Know

Not all tax preparers are created equal. Learn what your tax pro might not tell you—from outsourcing and credentials to missed savings opportunities—and how to protect your return.

Brian Vnak CFP®, CPA

2/19/2020

Blog

What You Need to Know When Gifting Your Kids Money for an IRA

Learn how to gift money to your children for Roth IRA contributions without triggering gift taxes. Discover IRS rules, contribution limits, and smart strategies.

Peg Webb

3/8/2017

Blog

4 Traits of Powerful Portfolios

Maximize your retirement potential with smart portfolio management. Learn how diversification, active management, cost efficiency, and tax strategies can help Baby Boomers build a sustainable income stream.

Bruce Helmer

10/12/2016

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Advanced Charitable Giving Strategies for Smart Investors

Tax Planning With Your Financial Advisor

Reducing Capital Gains Tax Through Efficient Tax Planning

The Pros & Cons of Tax Refunds

9 Things Your Tax Preparer May Not Want You to Know

What You Need to Know When Gifting Your Kids Money for an IRA

4 Traits of Powerful Portfolios