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3 Tax Strategies for High Income Earners

3 Tax Strategies for High Income Earners

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...
Maximize Your Money With 3 Essential Tax Planning Strategies for Freelance Professionals

Maximize Your Money With 3 Essential Tax Planning Strategies for Freelance Professionals

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...
Big Tax Changes are Coming in 2023— Here’s What You Need to Know

Big Tax Changes are Coming in 2023— Here’s What You Need to Know

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...
4 Ways the 2022 Inflation Reduction Act Can Benefit Your Small Business

4 Ways the 2022 Inflation Reduction Act Can Benefit Your Small Business

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...
What If Your Financial Advisor Was Also Your CPA

What If Your Financial Advisor Was Also Your CPA

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...
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