by Jason Epps | Jun 12, 2026 | Blog, High Income Earners, Investment Management, Retirement Planning, Uncategorized
Every June, I seem to have the same conversation. Someone sits down across from me and says, “I haven’t looked at any of this since January.” They’re not behind. They’re not doing anything wrong. They’ve just been busy. Working,...
by Jason Epps | Mar 23, 2026 | Blog, High Income Earners, Investment Management, Retirement Planning, Uncategorized
Most high earners get estimated taxes wrong. They either underpay and face penalties, or they massively overpay and tie up cash they could’ve been using all year. Here’s how to get it right—and stop leaving money on the table. Who Needs to Pay Estimated...
by Jason Epps | Feb 16, 2026 | Blog, High Income Earners, Investment Management, Retirement Planning, Uncategorized
The One Big Beautiful Bill Act created something significant: a tax-advantaged investment account specifically designed to give every American child a head start on building wealth. If you have children or grandchildren, you need to understand Trump Accounts before...
by Jason Epps | Dec 1, 2025 | Blog, High Income Earners, Investment Management, Retirement Planning, Uncategorized
Back in August, I attended the Tour Championship at East Lake Golf Club in Atlanta. The course is beautiful and historic, but also notoriously tricky. The greens are fast, sloped, and full of subtle breaks that don’t show up on TV. What looks like a straight...
by Jason Epps | Jul 21, 2025 | Blog, High Income Earners, Investment Management, Retirement Planning, Tax Strategies, Uncategorized
The “One Big Beautiful Bill Act” just became law, and if you’re wondering what it means for your taxes, you’re not alone. This isn’t your typical tax overhaul—instead, it’s a strategic mix of making existing benefits permanent while...
by Tricia Lepofsky | Feb 1, 2024 | Blog, High Income Earners, Retirement Planning
By Tricia Lepofsky, ChFC® If you find yourself dreaming about retirement, chances are high that taxes aren’t the first thing that comes to mind. But here’s a nugget of wisdom: Giving attention to your tax situation can make a big difference in your...
