by Zach Carver | May 19, 2023 | Taxes, Wealth Management
One of the most common questions our high income tax planning clients ask is how they can minimize their taxable income and maximize their tax deductions and tax savings, come filing season. Between their business income and portfolio of investments, many of our high... 
by Zach Carver | Jan 18, 2023 | Entrepreneurship
Over the past couple years, I’ve noticed an interesting trend among both our established tax clients and new, incoming clients— a sizable increase in freelance work. It seems like now, more than ever, professionals in every field are picking up a consulting gig... 
by Zach Carver | Oct 28, 2022 | Taxes
It’s common for the IRS to make minor adjustments to tax laws, contribution amounts, and deduction limits each year to keep up with inflation. But the upcoming changes in 2023— triggered by historic inflation levels— are even larger than usual. As a result, high... 
by Zach Carver | Sep 22, 2022 | Taxes
If you’ve seen the news lately, you know the Inflation Reduction Act is the largest climate and clean energy bill passed in US history. This 755-page bill is full of climate investments, tax credits and incentives, new regulations, and health care changes— all... 
by Zach Carver | Feb 24, 2022 | Investing, Taxes
What if your personal trainer was also your private chef? How easy would it be to eat healthy? What if your assistant was also your legal advisor? You’d worry less about keeping your business above board. What if your landscaper was also your handyman? Maintaining...