Insights
Tax Planning
Tax topics, including new laws and the opportunities they create.
Tax Planning
The Hidden Tax Risks in Your Retirement and Estate Plan
Many investors spend years diligently saving and investing for retirement. Yet one of the biggest threats to long-term wealth isn’t market volatility—it’s taxes. Over time, successful savers often accumulate substantial balances in retirement accounts, taxable investment…
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Tax Planning
How the New Tax Law May Impact Your Personal & Business Finances
On July 3, 2025, following an all-night session, the U.S. House of Representatives narrowly passed the One Big Beautiful Bill Act (OBBBA) by a 218-214 vote. This follows the Senate’s approval on July 1, and President Trump signed the bill into law on July 4, 2025.
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Tax Planning
Inherited IRA Withdrawal Rules from the Secure Act
By now, most people are aware the Secure Act, passed in 2020, contained major changes to the rules surrounding distribution requirements from Inherited IRAs for accounts inherited in 2020 or after. Primarily, this law eliminated the Stretch IRA provision for non-spousal…
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Tax Planning
Fiscal Fitness: Exercising your Right to Tax Planning
Tax season is looming on the horizon, which can prove a period of stress for many people if they are not prepared and organized. Here are tips to consider as we approach tax season.
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Tax Planning
Are Roth Conversions Right for You?
The IRS has three ways to process a Roth conversion: a rollover from a traditional IRA in the form of a check that is deposited into a Roth IRA, a trustee-to-trustee transfer which transfers money from a traditional IRA at one institution to a Roth IRA at another institution…
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Tax Planning
Embracing the Impact of Donor Advised Funds: A Smart Approach to Tax Efficient Philanthropy
Donor Advised Funds are charitable investment accounts that facilitate gifting of cash, securities, or other assets into a fund that is managed by a trusted institution.
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