Smarter You : Tax Planning
by Brandon Miller on Sep 30, 2024
Click to view Jamie's presentation, that covers the ins and outs of Tax Planning! We'll see you at our next Smarter You Event!
9 Reasons You Should Consult With Your CPA Before Year-End
by Brandon Miller on Sep 18, 2024
While national focus has been on uncertainty around new tax laws, there are many individual tax-planning opportunities you should consider before year-end to
Making a Charitable Contribution
by Brandon Miller on Sep 11, 2024
Why sell shares when you can gift them?
Red Flags for Tax Auditors
by Brandon Miller on Sep 4, 2024
No one wants to see an IRS auditor show up at their door...
IRS Changes Inheritance Rules: Protecting Your Legacy
by Brandon Miller on Oct 11, 2023
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
Organization Tips to Help Take Time off Taxes
by Brandon Miller on Apr 5, 2023
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
5 Year-End Tax Planning Opportunities
by Brandon Miller on Mar 1, 2023
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
How Market Cycles Can Impact Retirements
by Brandon Miller on Apr 6, 2022
Sequence of returns can play a role in your overall portfolio.
Outlook for 2022
by Brandon Miller on Jan 5, 2022
It’s a new year, full of new possibilities for what may lie ahead.
How to Keep Taxes from Distorting Retirement Horizons
by Brandon Miller on Dec 22, 2021
How much of your IRA is an IOU?
Your Year-End Financial Checklist
by Brandon Miller on Nov 24, 2021
Aspects of your financial life to review as the year draws to a close.