The new year is right around the corner, so it’s a great time to revisit your charitable gifting strategy. In today’s installment of our series “Uncertain Seas: Navigating 2021 Tax Reform,” Brittany Mollica has a case study in some tax-efficient ways to give.
Read MoreToday we have a case study exploring one way to reduce long-term taxes and build net worth. Exploring Roth conversions, Chris Hostetler shows how reading the winds of your changing tax liability can help you decide whether this strategy might work for you.
Read MoreToday David Wise demonstrates how we use two of our planning tools, eMoney and Holistiplan, to help you steer your financial ship through changing tax waters.
Read MoreIn this Hilltop Views video, we discuss the differences between income tax preparation and tax planning. As financial advisors we know enough to help navigate the choppy seas of income tax, but we are not income tax professionals. We’ll always make sure to collaborate with your tax advisor before setting a course.
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