Blog Topic: Tax Planning

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05.16.22
Market Commentary - Current Volatility
Kyle Thompson, CFP®, CPA

“The stock market is a device for transferring money from the impatient to the patient” – Warren Buffett

Buffett has...

10.29.21
End of Year Tax Planning
Jared Defore, CFP®, CPA/PFS

As 2021 is coming to a close that means year-end tax plann...

09.30.21
Rules of the Road
Aaron Williams, CFP®

About a week ago, while my three-year-old and I were driving...

04.09.21
Stimulus and a Chance to Tax Plan
Aaron Williams, CFP®


Taxes. I am probably not in the mi...

03.11.21
Form 1099-R Reminder
Jessica Bokhart, CFP®

Today we want to take a couple minutes of your time to r...

10.01.20
4 Ways to Save on Taxes
Jared Defore, CFP®, CPA/PFS

01.03.20
Tax Changes You May Have Missed
Katie Fischer, CFP®

Decem...

07.25.19
Straight from Boston: a small treatise on taxation (and the need to rebel!)
Aaron Williams, CFP®

My July 4th vacation was, quite simply, amazing. I’d ne...

01.22.19
(Not-Your-Typical) New Year's Resolutions for Investors
Aaron Williams, CFP®


I’m not typically a New Year’s resolutions kind of guy. Not o...

11.26.18
Want to make the most of your charitable gifts? It’s time for a Michigan left!
Jared Defore, CFP®, CPA/PFS

If you’ve ever taken a

07.26.18
Announcing the king of all savings accounts: the HSA
Aaron Williams, CFP®

If you have access to a Health Savings Acc...

12.18.17
The Trump Tax Plan isn’t the only thing changing in 2018! Now is the time to take control of Social Security and Medicare
Aaron Williams, CFP®

The new tax plan has been the talk of the town for months, and it’s no wonder. The plan is changing how much of our hard-earned income many of us...

12.15.17
Should you accelerate your SALT and Property Tax deductions before year-end?
Kyle Thompson, CFP®, CPA

TAX REFORM BILL

President Trump has been resolute in making the tax reform bill the hallmark of his first year in office.  The...