Insights
Everything we've published on Tax Strategies.
Any transition is a time of uncertainty, but moving into the New Year and the shift from Trump to Biden raises additional concerns for many investors. In…
3 min read · January 3, 2021
For good or ill, dentistry is a business, and your financial health matters nearly as much as the oral health of your patients. With a new year dawning…
3 min read · December 30, 2020
It only takes a single jarring moment to throw your life off the rails. While we all avoid thinking about the horrific and the impossible, accidents can…
3 min read · November 30, 2020
As we navigate the ever-evolving situation that is 2020, we must not lose focus on the important things. Charitable giving is an important consideration…
4 min read · September 2, 2020
Budgeting is a necessary exercise for businesses of all sizes, so whether you’re a gig-economy sole proprietor or a regional business with multiple…
4 min read · July 29, 2020
There’s a Zen to budgeting. Budgets are all about balance, finding the right combination of spending and saving to keep your financial house in order…
4 min read · July 22, 2020
With everything going on in the world, it’s easy to forget some of the mundane yet vital tasks most individuals and businesses face. 2020 Taxes are among…
3 min read · July 9, 2020
Money management is a critical component of both business and personal success—frankly, it’s one of the keys to a happy life. One of the strongest…
3 min read · March 18, 2020
Does philanthropy have a role in a wealth management strategy? One of the biggest misconceptions about wealth management is that it is solely focused on…
2 min read · December 10, 2019
