2020 Planning Opportunities: Potential Tax Changes and Roth Conversions
Cole Hansen, CFA, CFP® Wealth Management Advisor | Ryan Richardson, CFP®, Wealth Management Associate Advisor | Thursday, August 27, 2020
Not much is normal these days – political conventions are virtual, major sports are played in empty arenas, and classrooms are remote. One thing that seems to remain a constant are the proposals being put forth by Presidential Candidates in the upcoming election to outline their goals, objectives, and strategies and the corresponding action by […]
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A Presidential Look at U.S. Taxes
Brent Armstrong, CFP®, Wealth Management Advisor, Partner | Aubrey Brown, CFP® Wealth Management Associate Advisor | Thursday, November 14, 2019
“…In this world nothing can be said to be certain, except death and taxes.” -Benjamin Franklin 1789 What Benjamin Franklin said so many years ago still stands true today. There is no escaping death and taxes. While the individual tax filing extension date just passed on October 15th and as we gear up for our […]
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Dodging Taxes: No Loopholes Required
Cole Hansen, Wealth Management Associate Advisor | Ryan Richardson, CFP® Wealth Management Associate Advisor | Thursday, March 21, 2019
The TCJA that was signed into law on December 22, 2017 made significant changes to the tax code. The changes were broad and sweeping which leads to questions about what changed and what we can do to mitigate taxes under a new code. While the increase in the Standard Deduction has some individuals moving […]
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‘Tis the Season of Charitable Giving and Tax Planning
Ashley Copp, CFA, Wealth Management Advisor | Brooke Boone, Wealth Management Associate | Saturday, November 26, 2016
With the holidays and year end quickly approaching, ’tis the season of detailed tax planning and gift giving. Giving funds to those less fortunate or causes you are passionate about, while capturing a tax benefit offers a winning…
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