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.
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,
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®,
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,
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,
May 14, 2020
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Article
Why Now is the Best Time to Gift to Your Loved Ones
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. 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. 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, 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,
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,
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,
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,
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,
Feb 5, 2020
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Article
Breaking News: Congress Overhauls Retirement System and Eliminates Stretch for Inherited IRAs
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,
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,
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,
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,
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,
May 21, 2019
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Article
Using Your Capital Gains for Good
Uncover hidden financial planning opportunities with philanthropy.
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,
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,
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,
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,
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,
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,
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,
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,
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,
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,
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,
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,
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,
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,
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,
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,
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 Langston, Ben Kautz,
May 9, 2018
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