Financial Planning, Tax Planning
Making a considerable salary is a great achievement, but often the question at the back of most high earners’ minds is if they are taking advantage of their income. When you reach a certain level of income and wealth, there are mistakes you want to avoid and...
Life Events, Market Events
Quick Takes U.S. indexes stocks rallied for a second straight week, the first back-to-back weekly gains for the major indexes since October. As with the prior week’s rally, the recent week’s strength was fueled by news that the Fed will slow the pace of rate hikes....
Financial Planning, Tax Planning
The tax picture for 2022 looks a little different than 2021. On top of several of the COVID-related tax provisions having expired, The Inflation Reduction Act of 2022 has also made a variety of changes that impact 2022 taxes. Extended Green Provisions in the Inflation...
Financial Planning, Tax Planning
With the end of the year comes preparation for taxes. You probably know that you can get an income tax deduction for a gift to a charity if you itemize your deductions, but there is a lot more to charitable giving. For example, you may be able to give appreciated...
Financial Planning, Tax Planning
The tax picture for 2022 looks a little different than in 2021. On top of several of the COVID-related tax provisions having expired, The Inflation Reduction Act of 2022 has also made a variety of changes that impact 2022 taxes. 2022 Inflation Reduction Act A major...
