It’s hard to believe, but we’re already nearing the end of 2025, meaning now’s the perfect time to take a closer look at your year-end tax strategy. With some major tax law changes taking effect in 2026, the decisions you make in the next few months could have a meaningful impact on your tax bill […]
When the initial SECURE Act was released in 2019, several sweeping changes were made that impacted Required Minimum Distributions (RMDs), retirement savings, and more. At the end of December 2022, the SECURE Act 2.0 was signed into law, as well. This new piece of legislation worked to create additional opportunities for retirement saving while expanding […]
Charitable giving may be an essential part of your life and legacy. However writing checks here and there might not be the best way to optimize your giving. Here are some ways to bring intention and strategy to your charitable giving today and in your estate plan for the future. Four Tax-Friendly Ongoing Charitable Giving […]
When you hear about taxes, you might think of filing your tax return in April. But there are numerous tax planning moves to strategically maximize your current and future tax liability outside the typical tax filing deadline. The catch? Most of those opportunities expire on December 31 for the current tax year. To help you […]
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