by Mike Holloway | Jun 27, 2023 | Investing, Taxes
This article is part three of our ongoing series, Ask a Real Estate Advisor. Check out Real Estate Tax Advice for Current Investors and How to Start Investing in Real Estate to learn more! There’s more to owning real estate than flipping homes or collecting rent. The... 
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 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...