Tax Strategy

Over your lifetime, taxes represent one of your single biggest expenses. Explore our resources on tax laws and strategy, and how they can ease your tax burden.

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COVID-19 Relief Aid for Individuals: What You Need to Know

Learn more about how the $2.2 trillion federal Coronavirus Aid, Relief, and Economic Security (CARES) Act is bringing financial help for individuals affected by the COVID-19 crisis.

Mercer Advisors

Mercer Advisors,

Apr 10, 2020

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Article

How to Strengthen Your Financial Plan During a Pandemic

Eight actions you can take to ensure your financial plan survives these times and comes out stronger on the other side.

Jessica Caruso, CFP®

Jessica Caruso, CFP®,

Apr 30, 2020

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Article

What’s the Likelihood of a State Filing for Bankruptcy?

For investors who own municipal bonds and are worried about state bankruptcies, find out why this is an unlikely option.

Donald Calcagni

Donald Calcagni,

Apr 30, 2020

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Article

Now is the Best Time for Gifting

Now may be the best time to review your gifting strategy due to these three factors.

Jeremiah H. Barlow

Jeremiah H. Barlow,

May 14, 2020

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Article

Why Now is the Best Time to Gift to Your Loved Ones

Jeremiah H. Barlow

Jeremiah H. Barlow,

May 14, 2020

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Webinar

Relief Act: Benefits for Retirement Accounts

Americans affected by COVID-19 can tap their retirement savings for relief. Learn more in this webinar.

Jeremiah H. BarlowKara Duckworth

Jeremiah H. Barlow, Kara Duckworth,

Apr 15, 2020

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Article

COVID-19 Relief Aid for Small Businesses: What You Need to Know

The $2.2 trillion CARES Act includes substantial relief for small businesses. Find out if you qualify.

Jeremiah H. BarlowKara Duckworth

Jeremiah H. Barlow, Kara Duckworth,

Apr 10, 2020

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Article

New Federal Stimulus and What it Means for You

The coronavirus stimulus package aims to provide relief to individuals, small business owners, and sole proprietors.

Matthew McCarthy, CPAWilliam Nelson

Matthew McCarthy, CPA, William Nelson,

Apr 2, 2020

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Article

Using Losses to Lower Your Taxes

Tax loss harvesting can help turn your investment losses into a benefit with lower taxes.

Kara Duckworth

Kara Duckworth,

Mar 27, 2020

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Article

Last Minute Tips for 2019 Taxes

It’s tax preparation season— but before you file your 2019 tax return, take a look at these tax-planning tips.

Daniel Epstein

Daniel Epstein,

Mar 18, 2020

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Article

Passing-On Insurance Policies Tax Free

With the SECURE Act changes, an ILIT may help minimize tax liability for your beneficiaries.

Alexandra Chambers

Alexandra Chambers,

Feb 25, 2020

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Article

A Charitable Trust Extends Stretch IRAs

A charitable trust can stretch out your retirement accounts to benefit your loved ones and favorite charities.

Logan Baker

Logan Baker,

Feb 25, 2020

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Article

New Legislation Impacts Retirement Planning

If you have retirement assets to pass on to your beneficiaries, your estate plan may need to revised

Jeremiah H. Barlow

Jeremiah H. Barlow,

Feb 5, 2020

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Article

Breaking News: Congress Overhauls Retirement System and Eliminates Stretch for Inherited IRAs

Jeremiah H. Barlow

Jeremiah H. Barlow,

Dec 23, 2019

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Article

Supercharge Your Retirement Savings

How high-income earners can maximize retirement savings.

Glen Minton

Glen Minton,

Sep 5, 2019

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Article

To Max Retirement Savings Think HSA

Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.

Frances Smith

Frances Smith,

Sep 5, 2019

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Article

The SECURE Act May Bring Big Changes to Retirement

The House SECURE Act brings large, meaningful changes to retirement plan accounts, from age limits for contributions to more annuity options for retirement.

Jeremiah H. Barlow

Jeremiah H. Barlow,

Jun 6, 2019

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Article

The Benefits of Charitable Giving

Philanthropy serves a critical need for social causes and can provide numerous benefits for the giver.

Melanie Guhit

Melanie Guhit,

May 21, 2019

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Article

Using Donor-Advised Funds to Give with Intention

Donor-advised funds can help you shift your charitable giving to be more intentional and purposeful.

Jennifer Baick

Jennifer Baick,

May 21, 2019

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Article

Using Your Capital Gains for Good

Uncover hidden financial planning opportunities with philanthropy.

Jennifer Baick

Jennifer Baick,

May 21, 2019

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Article

New Tax Laws and Credits That May Impact Your Family

Tax changes that can help your family maximize your tax savings.

Irina Polyakova, CPA

Irina Polyakova, CPA,

Mar 1, 2019

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Article

Episode 38: Year-end Tax Planning 2018

Identify events that may impact your taxable income, and learn strategies to lower your taxes.

Doug Fabian

Doug Fabian,

Nov 27, 2018

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Podcast

Tariffs, rate hikes and other market drivers

During the first half of 2018 there was plenty of market volatility. How should you respond?

Doug Fabian

Doug Fabian,

Mar 26, 2018

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Podcast

Prepare For Impact

The new Tax Laws impact most everyone - find out about the biggest changes that could impact you.

Doug Fabian

Doug Fabian,

Jan 8, 2018

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Podcast

Episode 30: Unwinding A Highly Concentrated Position in Equities

What are the most important components to achieve your financial goals - not the stock market or investing.

Doug Fabian

Doug Fabian,

Sep 13, 2018

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Podcast

Episode 29: The Pros and Cons of the Highly Concentrated Position

Learn why having a highly concentrated position, an asset that represents a large portion of your wealth, can be both a blessing and a curse.

Doug Fabian

Doug Fabian,

Sep 6, 2018

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Podcast

Episode 25: Best Practices in Estate Planning

Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.

Doug Fabian

Doug Fabian,

Jul 19, 2018

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Podcast

Episode 17: Attn: Business Owners, for 2018 Tax Law Savings

If you're a business owner, the 2018 tax laws may help you save thousands of dollars in taxes.

Doug Fabian

Doug Fabian,

Apr 29, 2018

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Podcast

Episode 15: The Last Great Tax Shelters

Whether you are an individual or a small business owner, tax shelters can maximize your wealth.

Doug Fabian

Doug Fabian,

Apr 27, 2018

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Podcast

Episode 9: Paying Your Fair Share in Taxes

Are your assets diversified? Learn how to determine asset allocation that's right for you.

Doug Fabian

Doug Fabian,

Mar 16, 2018

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Podcast

Optimize Your Business Tax Planning for the New Tax Laws

Significant tax law changes may have a big impact on tax planning for your business.

Matthew McCarthy, CPA

Matthew McCarthy, CPA,

Nov 1, 2018

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Article

5 Ways to Reduce Your Taxes in 2018

With the sweeping tax changes implemented in 2018, consider these questions when you prepare your taxes or meet with your accountant.

Doug Fabian

Doug Fabian,

Feb 27, 2018

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Article

The Burden of Income Tax Is Going to Get Worse

If you live in a high tax state, like CA, there are still opportunities to get a little tax relief.

Doug Fabian

Doug Fabian,

Mar 27, 2018

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Article

Despite the New Tax Law, Investors Should Avoid Overweighting REITs

While the new tax law provides preferential treatment for REIT dividends, diversification is still key to reaching your goals.

Doug Fabian

Doug Fabian,

Jan 15, 2018

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Article

Are You Maximizing Tax Planning for the New Tax Laws?

Tax preparation tips to take advantage of the 2018 tax law benefits.

Matthew McCarthy, CPA

Matthew McCarthy, CPA,

Nov 1, 2018

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Article

Double The Impact of Your Assets With Your Gifting Strategies

Time to consider how the increased exclusion amounts for estate taxes impacts your tax planning.

Jeremiah H. Barlow

Jeremiah H. Barlow,

Aug 24, 2018

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Article

Insight on Tax Reform for Our Clients

Learn how the new 2018 tax law changes may impact you, your family, and your business.

Aaron LangstonBen Kautz

Aaron Langston, Ben Kautz,

May 9, 2018

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