“Off the Wall” Blog
Optimize My Taxes
If wealth and taxes are not your expertise, you may be feeling a bit overwhelmed and in the dark. Studies show that as individuals come into newfound wealth, stress levels tend to rise as they wonder, what am I missing? Am I doing everything I can to protect and build my family’s wealth? That’s where tax-efficient strategies come into play.
Just because you have money, doesn’t mean you want it to be handled inefficiently. Understanding how to optimize your wealth for tax efficiency is a major concern that we address in a comprehensive Private Wealth Design, talking plainly and honestly with our clients, dispensing with Financial Advisor B.S. and jargon.
Articles on Optimizing Taxes
Biden’s Capital Gains Tax Plan: The Good, The Bad, And The Ugly For Business Owners
Think back to December 2020: we knew that Joe Biden was elected President but--with the Georgia Senate seats still in a toss-up--we didn’t know what Congress’s makeup was going to be. That meant...
Tax-Loss Harvesting Explained
If losses hurt, psychologically, twice as much as gains bring joy – why would you ever sell a security at a loss if there are other options available? You may have asked yourself this at one point...
2021 wealth-building strategies: Your zero BS roadmap for continued financial success
Over the past year, the world encountered some of the most unpredictable and volatile events we’ve ever seen. As we emerge from a global pandemic and a divisive election, it’s finally time to...
Is life insurance worth it? Don’t think twice.
Think life insurance is a complete waste of money? You’d be dead wrong. The truth is, when planning over the course of a lifetime, an insurance policy is an irreplaceable component of your financial...
Tax strategies 101: 5 concepts to implement before end of year
As you may have noticed, 2020 is coming to a close. We’re with you, we thought we’d never get here either. It’s been a tumultuous time (particularly for investors) as economic forecasts have...
Biden’s tax proposals: what you need to know
After what felt like an endless presidential campaign, we now have a President-Elect. (I know, it’s not official yet… but let’s keep this a politics-free zone.) Of the many changes facing the nation...