As people think about gifting money to family members, they want to do it in a way that is most beneficial to themselves and the recipients.
Reducing Income Tax
What to know about potential tax increases in 2026
Some of the tax cuts from the 2017 Tax Cuts and Jobs Act are due to expire in 2026. Learn what this could mean for you, and strategies to mitigate the effects.
The fundamentals of 529 plans
Education is expensive, but there are ways to mitigate those costs. Learn the basics about 529 plans.
4 strategies for planning your capital gains
Learn what capital gains are, how they affect taxes, and what you can do to mitigate your tax burden.
5 ways to save energy — and tax money
It’s no secret that energy costs keep going up. The good news is that federal tax credits are available to people who invest in energy efficiency in their home and vehicles.
7 ways the Secure 2.0 Act changes retirement plans
A new law could change the way you save for retirement and use your retirement funds. We explain the law’s key provisions.
Wealth Preservation: Tax Reduction Planning
Tax planning is a very important aspect of wealth preservation. If you have a sizeable portfolio, there are many opportunities to peck away at your tax burden.
Tax Season Or Fraud Season?
Last year (per Raymond James), the Internal Revenue Service (IRS) saw a 60% increase in phishing scams that tried to steal money or tax data from individuals.
Capital gains tax reduction strategies
A key area of planning for our clients includes strategies to reduce tax on capital gains (the tax paid on sales of appreciated investments). Yes, we want gains, but once achieved, Uncle Sam and the other taxing authorities also like a “piece of the action.”