SEEDS OF KNOWLEDGE

Why the Importance of Tax Planning Can’t Be Overstated Tax planning isn’t just about filing your taxes on time or finding last-minute deductions. It’s a proactive strategy that helps you keep more of what you earn. Think of it as a roadmap that guides your financial decisions throughout the year, not just at tax season. Why is this so important? Because taxes can take a big bite out of your income, especially if you have stock options or other complex assets. Without a

The Great Wealth Transfer: Ensuring Your Heirs Are Prepared for Financial Success

Special Update: Insights on U.S.-China Trade Progress by Todd J. Pouliot, AIF I want to share some straightforward information about the...

Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible

Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in their lives. There are a number of

Your business owner clients have many options when establishing retirement plans. Several key factors, specific to each client’s unique...

Planning around Income-Related Monthly Adjustment Amount (“IRMAA”) surcharges have become more important as the Medicare premium increase...

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? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i