Blog posts
When a client tells you they're considering moving into a Continuing Care Retirement Community (CCRC), the conversation may initially sound like a housing decision.It isn't.The…
What if a client already plans to give $25,000, $40,000 or more to charity every year for the next decade—but could use the tax deduction much more today than 10 years from now?…
A client can do almost everything right heading into retirement and still be blindsided by a Medicare bill.They may have saved consistently, built a thoughtful income plan,…
Beyond OBBBA: What Advisors Need to Know About Trump Accounts, New Deductions, and Opportunity Zones
Major tax legislation rarely arrives as a finished product.Congress passes the law, but advisors and tax professionals then spend months—and sometimes years—waiting for…
Most financial professionals know they should be thinking proactively about taxes.The harder question is where to begin.Should the firm elect S corporation status? Increase…
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