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Insights

Estate and Gift Tax Quick Facts

February 2, 2024
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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New Reporting Required for Certain Legal Entities: Does It Apply to You?

January 2, 2024
Read time: 3 minutes Effective Jan. 1, 2024, a new reporting requirement requires millions of entities to electronically...
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How to Shrink Your Long-term Capital Gains Taxes

December 14, 2023
Read time: 5 minutes When it comes to investing, what matters most isn’t what you earn—it’s what you...
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How Tax-Loss Harvesting Can Offset Capital Gains

November 2, 2023
Read time: 4 minutes Investing is usually thought of as a win-or-lose affair: Either your investments make money,...
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Are You Planning for Taxes Year-Round?

Are You Planning for Taxes Year-Round?

September 7, 2023
We recommend discussing proactive tax planning with your wealth advisor and tax professional throughout the year to help ensure...
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Relocating to a Tax-Friendly State

Relocating to a Tax-Friendly State

August 25, 2023
If you’re retiring and thinking about relocating or have a job that allows you to live anywhere, it may...
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The Ins and Outs of Establishing a Domicile in the U.S. or Abroad

The Ins and Outs of Establishing a Domicile in the U.S. or Abroad

July 6, 2023
If you have a hometown residence but spend more than half your time at your vacation getaway in the...
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6 Tips for Tax-Free Gifting

6 Tips for Tax-Free Gifting

April 4, 2023
The annual gift tax exclusion is a win-win for taxpayers, allowing you to share your wealth during your lifetime...
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5 Common Tax Questions

5 Common Tax Questions

March 15, 2023
Q: Does it make sense for me to itemize deductions on my taxes? A:  It depends. If your...
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Noncash Charitable Donations

Noncash Charitable Donations

January 3, 2023
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making noncash charitable contributions can be...
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What Are the Implications of a Loan Versus a Financial Gift to a Family Member

What Are the Implications of a Loan Versus a Financial Gift to a Family Member

December 30, 2022
Q: What is the difference between a gift and an intrafamily loan? A: The IRS defines an intrafamily...
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Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

December 1, 2022
As the year wraps up, you’ve most likely met with your wealth advisor about tax-advantaged moves to make by...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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