Blog Topic: Tax Planning

10.01.20
Jared Defore, CFP®, CPA/PFS

01.03.20
Katie Fischer, CFP®

Decem...

07.25.19
Aaron Williams, CFP®

My July 4th vacation was, quite simply, amazing. I’d ne...

01.22.19
Aaron Williams, CFP®


I’m not typically a New Year’s resolutions kind of guy. Not o...

11.26.18
Jared Defore, CFP®, CPA/PFS

If you’ve ever taken a

Aaron Williams, CFP®

If you have access to a Health Savings Acc...

12.18.17
Aaron Williams, CFP®

The new tax plan has been the talk of the town for months, and it’s no wonder. The plan is changing how much of our hard-earned income many of us...

12.15.17
Kyle Thompson, CFP®, CPA

TAX REFORM BILL

President Trump has been resolute in making the tax reform bill the hallmark of his first year in office.  The...