The tax consequences of your executive compensation package can be complex and significant. Therefore, careful tax planning is essential.
Keystone Concepts
The Complete Guide to Donor-Advised Funds
For high-income individuals, donor-advised funds (DAFs) are becoming an increasingly popular giving and tax planning strategy.
5 Shocking Retirement Statistics (and How to Prepare Accordingly)
In this article, we’re sharing five shocking retirement statistics — and how you can use this data to strengthen your own retirement plan.
The Value vs. Growth Debate: Do Long-Term Investors Need to Pick a Side?
Investors have long debated the merits of value vs growth stocks. Indeed, there are successful investors on both sides of the argument.
Rising Interest Rates & Your Retirement Portfolio
Rising interest rates can have mixed effects on your retirement portfolio. Here’s what to look out for and how to prepare accordingly.
Can Hiring a Fee-Only Financial Planner Improve Your Financial Wellness?
As your net worth increases and financial needs become more complex, hiring a fee-only financial planner may boost your financial wellness.
The 5 “Hidden” Tax Opportunities To Take Advantage of Now… Before They Go Away
Have you been making good use of the recent tax code changes to legally reduce the amount of taxes that you pay each year? Many Americans paid less due to changes in...
10 Year-End Tax Planning Tips for High Earners and Retirees
If you’re looking for ways to reduce your tax liability for 2021, consider these 10 year-end tax planning tips for high earners and retirees.
Can Capital Gains Affect Your Tax Bracket?
The U.S. stock market continues to reach new highs, and many investors are using this opportunity to take gains. Yet cashing out also comes at a cost if you invest outside...
Net Investment Income Tax (NIIT)
We got a new tax proposal on October 28th! And everything is different! Net Investment Income Tax (NIIT) presents a big planning opportunity. Nearly all of the changes we...
