Blog Topic: Tax Planning

Tax Changes You May Have Missed

Katie Fischer, CFP®



Straight from Boston: a small treatise on taxation (and the need to rebel!)

Aaron Williams, CFP®

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


(Not-Your-Typical) New Year's Resolutions for Investors

Aaron Williams, CFP®

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


Want to make the most of your charitable gifts? It’s time for a Michigan left!

Jared Defore, CFP®, CPA/PFS

If you’ve ever taken a

Announcing the king of all savings accounts: the HSA

Aaron Williams, CFP®

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


The Trump Tax Plan isn’t the only thing changing in 2018! Now is the time to take control of Social Security and Medicare

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...


Should you accelerate your SALT and Property Tax deductions before year-end?

Kyle Thompson, CFP®, CPA


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