Year-End Tax Planning Strategies for High-Income Earners

by Jason Epps | Nov 7, 2024 | Blog, High Income Earners, Tax Strategies, Uncategorized

As December 31 approaches, it’s crucial for high-income earners to reflect on year-end tax planning strategies. With the potential for tax changes on the horizon in 2024, now is the perfect time to ensure you’re maximizing your savings and securing your family’s...

Why You Should Consider Sending Your RMDs Directly to a Charity

by Jason Epps | Jan 4, 2023 | Blog, High Income Earners, Tax Strategies

By Jason Epps, CFP® You’re already prioritizing charitable giving as part of your overall financial picture, so why not streamline the process and employ a tax-mitigation strategy?  If you’re taking an RMD (required minimum distribution) and giving to charity, learn...

Saving Money on Taxes With a Donor-Advised Fund

by Jason Epps | Oct 5, 2022 | Blog, High Income Earners, Tax Strategies

By Jason Epps, CFP®, CRPC®  Giving back is a great way to use your money. You could always buy a bigger TV or some designer clothes, but that doesn’t add value to the world and to your community like giving back does. Making charitable donations is rewarded with more...

You’ve Inherited Money, Now What Should You Do?

by Tricia Lepofsky | Aug 31, 2022 | Blog, High Income Earners, Retirement Planning, Tax Strategies

By Tricia Lepofsky Receiving an inheritance can be a bittersweet experience. You may have lots of emotions, such as surprise, overwhelm, hope for the future, and sadness. On one hand, the gifted money or assets could bring about positive change to your financial...

What You Need To Know About Real Estate Taxation

by Jason Epps | May 21, 2021 | Blog, High Income Earners, Tax Strategies

By Jason Epps, CFP®, CRPC® If you have decided to take the plunge into rental real estate properties, then you probably know how great a resource real estate is as a wealth-building tool. While not an altogether passive form of income, if they are managed well,...

Year-Round Tax Reduction Strategies For High-Income Earners

by Jason Epps | Jan 25, 2021 | Blog, High Income Earners, Tax Strategies

By Jason Epps, CFP®, CRPC®  Due to the pandemic and stimulus payments, the federal government’s tax filing season for individual earners will start on February 12, 2021, as opposed to beginning in late January as it has in past years. (1) That means that although...