Reflections Blog

Year-Round Tax Reduction Strategies

Don’t wait until next April to plan for taxes: reasons why it’s a good time to begin planning with your advisor and CPA now.

Should You Invest Your Health Savings Account into a Brokerage Account?

Max your 401(k) and IRA? The health savings account can be lesser-known way to maximize retirement savings.

Could A Donor-Advised Fund Save You Money On Taxes?

Pay less tax while giving more to charities with a donor-advised fund

What Does A Financial Advisor Really Do For You?

How you can spend less time worrying about your money and more time on what’s important to you and your family

Financial Planning Checklist: Things To Do Before Year’s End

Multiple planning opportunities may exist before year-end that can help build your wealth

Strategies for Business Owners to Maximize your New 20% Pass-Through Deduction

Strategies for business owners to maximize their new 20% tax deduction

How Business Owners Can Qualify for the New 20% Tax Deduction

There’s a new 20% tax deduction and if you own a business or a partnership you need to be informed.

How Doctors Can Catch Up For Retirement

Bulk up your savings and catch up for retirement in a hurry.

3 Tax-Smart Ways to Help Your Children

Before you gift you child cash, stop and consider these tax-saving alternatives

How to Contribute Far More Than $20,500 to Your 401(k)

Adding a cash balance plan to your 401(k) can allow you to make significantly larger retirement plan contributions and save on taxes

Stop Giving Your Cash to Charities (Use Appreciated Stock Instead)

Donate appreciated stock for a bigger giving impact and more tax savings

Supercharge your Roth IRA

Don’t let Roth IRA income limits prevent you from gaining tax-free growth

Four Simple New Year’s Resolutions That Will Stick

Straightforward financial resolutions to aim for in the new year

Tax Strategies for a Windfall Year

Lower your taxes after selling a business, receiving a major bonus, or receiving other windfall

Adoption Tax Credit – Understanding the Single-Largest Tax Credit Available To Families Today

Adopting a Child? The IRS may offer you up to a $13,570 tax credit.

Need A Last-Minute Deduction Before April 15th? A Health Savings Account (HSA) Is Here To Save The Day

Establishing a Health Savings Account (HSA) may provide you a last minute deduction that can pump up your wallet even more.