SEEDS OF KNOWLEDGE

The 3 Big CPA Problems

The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.

What issues should I consider when harvesting capital losses?

What issues should I consider when harvesting capital losses? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i

Should I Inherit My Deceased Spouse’s Traditional IRA?

There are a few options a client can consider when they inherit an IRA from their spouse. The best option for our clients will depend upon a

What Issues Should I Consider When Dealing With High Inflation?

What Issues Should I Consider When Dealing With High Inflation? High inflation has been on everyone’s mind, and many are wondering what they

Can I Do A Net Unrealized Appreciation (NUA) Distribution?

Can I Do A Net Unrealized Appreciation (NUA) Distribution? Clients who own employer-issued stock in a 401(k) plan may benefit from favorabl

Master List of Goals

Master List of Financial Planning Goals. Goal setting is fundamental to sound financial planning. Whether we are meeting with new or long-te

What Issues Should I Consider If My Spouse Passed Away?

What Issues Should I Consider If My Spouse Passed Away? 29 of the most important planning issues

What issues should I consider regarding my Incentive Stock Options?

Incentive Stock Options (ISOs) are a form of equity compensation, offering employees a share in the potential appreciation of a company

As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?

Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities

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