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Are You an Executive? What You Should Know About Navigating Tax Laws and Retirement Planning

Are you an executive? These strategies for maximizing wealth and minimizing taxes are tailored specifically for you.

Presidential Candidates On The Economy

September 13, 2024 Investing Financial Planning Tax Planning By Advisor Laurence Hale

Here’s a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election.

Receiving an Inheritance? Be Prepared for These Tax Implications

July 19, 2024 Next Chapter Years Financial Planning Tax Planning By Advisor Laurence Hale Inheritance

Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.

2024 Tax Planning Tips for Executives and Business Owners

April 12, 2024 Business Owners Business Executives Tax Planning By Advisor Jim Zahansky

By implementing effective tax planning strategies, you can potentially save thousands of dollars and maximize your financial resources.

Owe Taxes? Do This Before You File and Save

March 6, 2024 Next Chapter Years Retirement Planning Tax Planning By Advisor Laurence Hale

Before you pay your taxes this year, consider making a qualified retirement plan contribution.

How to Pay Less Taxes While Maximizing Your Investments

February 22, 2024 Balancing Act Years Next Chapter Years Investing Retirement Planning College Planning Financial Planning Tax Planning By Advisor Mike Baum

Learn about tax-advantaged accounts and savvy investments that empower you to minimize tax liabilities and Live Well.

Why You Should Plan Taxes 2 Years at a Time

February 3, 2024 Financial Planning Tax Planning By Advisor Jim Zahansky

Rather than procrastinate this tax season, learn why you should think ahead and plan your taxes two years at a time. Preparation is key to seamless tax planning.

10 Ways to Avoid Capital Gains Tax

February 3, 2024 Tax Planning By Advisor Laurence Hale High Net Worth Inheritance

While you can't completely avoid paying capital gains tax, here are 10 ways to reduce the amount you owe.

Tax Tips and Strategies for Executives and Leaders

February 3, 2024 Business Owners Business Executives Tax Planning By Advisor Jim Zahansky

Being in an executive or leadership role often comes with unique tax situations not faced by the average employee. Get ahead with these tips and strategies.

The Tax Implications of PayPal, Venmo and Cash App: What You Need To Know

February 2, 2024 Tax Planning By Advisor Leisl Langevin

If you used PayPal, Venmo, Cash App or any other payment app in the last year, you’ll want to understand the potential tax consequences.