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 Jason Epps | Feb 5, 2025 | Blog, High Income Earners, Tax Strategies, Uncategorized
Nobody likes paying taxes—that’s the truth. Taxes are often the biggest expense people face in their lifetime. But what if there was a way to keep more of your hard-earned money by minimizing the tax hit? There are strategies out there that can help you reduce...
by Jason Epps | Jan 17, 2025 | Blog, High Income Earners, Tax Strategies, Uncategorized
The start of a new year always feels full of possibility. It’s like a fresh chapter, giving you a chance to set goals and make changes to set yourself up for the months ahead. But for high-income earners, it’s more than just about New Year’s resolutions. It’s the...
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...
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...
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...
