Uncategorized

05.19.25

Hiring independent contractors? Make sure you’re doing it right

Articles
Business Owners
Business Tax

Many businesses turn to independent contractors to help manage costs, especially during times of staffing shortages and inflation. If you’re among them, ensuring these workers are properly classified for federal...

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05.19.25
Spencer Davies, CFP®

Inflation, Interest Rates, and Your Investments: What You Need to Reconsider Now

Blog
Wealth Management

Key Takeaway: Inflation, rising interest rates, and global tariff discussions are fueling uncertainty. But times like these aren’t about bold predictions—they’re about steady, strategic preparation and positioning. Now is the...

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05.15.25

The tax rules for legal awards and settlements: What recipients should know

Articles
Individual Tax & Planning

If you’ve recently received a settlement or award from a lawsuit, or you’re expecting one, you may be wondering how the IRS views this money. Will you need to pay...

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05.14.25

April Market Review

Articles
Market Review
Wealth Management

From Liberation to Limbo Trade Policy Shock Waves Are Just Beginning to Reverberate  April 2025 Key Observations Tariff Escalation Raises Recession Risk: U.S. tariffs, despite a temporary pause, have intensified...

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05.14.25
Elizabeth Mylan

The Common Ground in Partisan Times: How Democratic and Republican Administrations Align on Financial Services Legislation on American Wealth Preservation

Blog

In today’s hyper-partisan climate, it is easy to assume that Democrats and Republicans are fundamentally divided on all aspects of economic policy. However, this assumption does not hold when examined...

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05.14.25
Nathan B. Panning, CPA

Is It Time to Adjust the Withholding on Your Paychecks?

Blog
Individual Tax & Planning

Picture these two tax return scenarios: Scenario 1: As you prepare your return on April 14th, the lamp in the corner feels like it is 150 degrees (even though it...

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05.14.25
Ross Gobel

Funding Your Grandchild’s Graduation Gift: Tax-Smart Gifting Strategies

Blog
Retirees
Wealth Management
Individual Tax & Planning

Many successful grandparents find great joy in helping their grandchildren succeed and grow into confident young adults. Graduation is one of those proud milestones—whether from high school, college, or grad...

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05.12.25

Can you turn business losses into tax relief?

Business Owners
Business Tax

Even well-run companies experience down years. The federal tax code may allow a bright strategy to lighten the impact. Certain losses, within limits, may be used to reduce taxable income...

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05.09.25
Jake Thibault, CFP®

From Seed to Series D: How Company Funding Stages Impact Your Stock Options

Blog
Wealth Management

Stock options are one of the most enticing aspects of joining a startup because they let employees share in the upside they help create. However, their value, structure, and risk...

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05.08.25

Hot Topic Webinar: Advanced Tax Strategies for Managing Embedded Capital Gains

Webinar
Wealth Management
Individual Tax & Planning

Wednesday, May 28, 2025 from 12:00 to 1:00 PM CT Join us on May 28, where you’ll learn how to take control of embedded gains using smart, proven tax strategies...

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