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Estate and Gift Tax Quick Facts, Tax Strategies

Estate and Gift Tax Quick Facts

January 2, 2021
As you think about estate planning, keep in mind that you can give a certain amount in tax-free gifts...
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Five Common Tax Questions, Wealth Planning

5 Common Tax Questions

January 1, 2021
Q: Does it make sense for me to itemize deductions on my taxes? A: It depends. If your...
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Your Questions, Answered: Providing for Children with Disabilities

Your Questions, Answered: Providing for Children with Disabilities

December 30, 2020
On this week’s episode of Your Questions, Answered  Cory Allen  and  Brian Leitner  offer advice for parents of children...
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Gut Check: Leading a Healthy Lifestyle

Gut Check: Leading a Healthy Lifestyle

December 29, 2020
Could stress and environmental factors be derailing our desire to lead a healthy life? On this episode, we invite...
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Generating a Paycheck in Retirement

Your Questions, Answered: Paycheck in Retirement

December 22, 2020
On this week’s episode of Your Questions, Answered  Patrick Shaw  and  Brian Leitner  discuss income during retirement, and answer...
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Your Questions Answered Backdoor Roth IRA Conversion

Your Questions, Answered: Backdoor Roth IRA Conversion

December 17, 2020
On this week’s episode of Your Questions, Answered  Meredith Rice  and  Brian Leitner  discuss Roth IRA planning, and answer...
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Your Questions Answered Year-end 2020 Tax Planning

Your Questions, Answered: Year-end 2020 Tax Planning

December 10, 2020
On this week’s episode of Your Questions, Answered  Cramer Soebbing  and  Brian Leitner  discuss considerations for tax planning, and...
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Solid November in the Midst of a Surprisingly Robust Year for Stocks…What’s Next

Solid November in the Midst of a Surprisingly Robust Year for Stocks…What’s Next?

December 8, 2020
“Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” – Sir...
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Coming Into the New Year – I Can See Clearer Now

Coming Into the New Year – I Can See Clearer Now

December 8, 2020
Now that the presidential election and the development of vaccines for COVID-19 are somewhat behind us or at least...
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Your Life Simplified - Over-Sharenting_How to Protect Childrens Online Privacy

Over-Sharenting? How to Protect Children’s Online Privacy

December 8, 2020
We live in a digital age where constantly sharing photos with friends and family over social media is the...
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The Latest on Required Minimum Distribution Rules

The Latest on Required Minimum Distribution Rules

December 7, 2020
In 2019, the SECURE Act changed the required minimum distribution (RMD) age to 72. Then the CARES Act came...
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Potential Impacts of Bidens Proposed Tax Policy and HNW Individuals

Potential Impacts of Biden’s Proposed Tax Policy on High-Net-Worth Individuals

December 7, 2020
With Joe Biden now considered to be the president-elect, many wonder how his proposed tax policy might impact high-net-worth...
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