Sep 18, 2026 | Private Wealth Management, Taxes & Tax Planning
Fall Financial Tips 2026Why Autumn Is the Smartest Season to Get Organized As the days get shorter and the air turns crisp, most people start thinking about the holidays. Fall deserves a second job on your calendar, though. It is the best stretch of the year to review...
Aug 19, 2026 | Business Solutions, Taxes & Tax Planning
The Qualified Business Income Deduction(QBI Deduction) You run a real business, and you carry a real tax bill. There is a deduction built for people exactly like you, and it can shrink that bill in a meaningful way. It is called the Qualified Business...
Jul 29, 2026 | Investing, Real Estate, Taxes & Tax Planning
How Can I Get Out of Being a Landlord Tax-Efficiently? Owning rental property once felt like a smart move. You bought at the right time, the value climbed, and the monthly checks rolled in. Nothing to complain about! But years later, your situation feels different....
Jun 17, 2026 | Business Solutions, Real Estate, Taxes & Tax Planning
Powerful Landlord Tax Solutions to Sell Smarter and Build Real Wealth! -Written by Kent Fitzpatrick, AIFA®, GFS®, MSCTA©, Managing Director, Senior Consultant Landlords who build the most wealth are not just collecting rent. They get ahead of the tax, estate, and...
May 19, 2026 | Taxes & Tax Planning
Here’s How to Reduce Capital Gains Tax Without Capital Losses (Our Top 10 List) -Written by Kent Fitzpatrick, AIFA®, GFS®, MSCTA©, Managing Director, Senior Consultant Most investors assume that offsetting a capital gain requires a capital loss, and technically,...
Mar 23, 2026 | Taxes & Tax Planning
Before Submitting Your Return, Here Are Some Last-Minute Tax Strategies Let’s say you’re looking at a tax bill you weren’t expecting. Maybe it’s from a big gain last year, a business sale, or just a year where the numbers came in higher than you...
