by Derek Williams | Feb 20, 2023 | Taxes, Investing
Tax-efficient investing refers to the careful strategies and techniques investors can use to minimize their tax liability on the investments they make. If you’re familiar with tax-free accounts such as Roth IRAs and HSAs, and tax-deferred accounts such as... 
by Mike Holloway | Jan 4, 2023 | Taxes
One of the questions we hear frequently from new clients is, what do I do with all this employer stock? It’s a valid question. Employer stock plans come with complicated tax implications, earnings structures, and lots of extra rules. Below, I’ll explain the two main... 
by Derek Williams | Nov 14, 2022 | Taxes, Investing
Recently, our own Derek Williams, CFP® sat down to answer the four biggest real estate investing questions we hear from clients and the public about purchasing investment properties. That article for beginner real estate investors addressed the top factors and... 
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 Jason Deshayes | Aug 12, 2022 | Taxes
When you have a tax question, it’s frustrating to play hide-and-seek with your CPA. Especially when you’ve got a question with a deadline. You want a trusted tax advisor who’s available when you need it— not a full voicemail box! If you’re wondering...