KFA Private Wealth Group
  • Who We Serve
    • Equity Compensation
    • Self-Employed
    • Other High Income Earners
  • Services
    • Financial Planning
    • Tax Planning
  • Resources
    • Articles
    • Webinars
  • Contact Us
  • About
  • Book a Free Consultation
KFA Private Wealth
  • Who We Serve
    • Equity Compensation
    • Self-Employed
    • Other High Income Earners
  • Services
    • Financial Planning
    • Tax Planning
  • Resources
    • Articles
    • Webinars
  • Contact Us
  • About
  • Book a Free Consultation
Breaking Down the “One Big Beautiful Bill Act”: What You Need to Know

Breaking Down the “One Big Beautiful Bill Act”: What You Need to Know

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...
Smart Tax-Free Investment Tips: Grow Your Wealth Without the Tax Hit

Smart Tax-Free Investment Tips: Grow Your Wealth Without the Tax Hit

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...
Start the Year Strong: Your Financial Blueprint for High-Income Earners

Start the Year Strong: Your Financial Blueprint for High-Income Earners

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...
Year-End Tax Planning Strategies for High-Income Earners

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

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

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...
« Older Entries
KFA Private Wealth

Your trusted person to maximize your tax savings and grow your wealth.

Book a Free Consultation

Who We Serve

  • Equity Compensation
  • Self Employed
  • High Income Earners

Services

  • Financial Planning
  • Tax Planning

Resources

  • Education

About

  • Our Story & Team
  • Contact Us

KFA Newsletter

Thank you for signing up.

Subscribe

Privacy Policy

  • Client Relationship Summary
  • Request Copy of KFA’s ADV 2b

© 2025 KFA Private Wealth Group, LLC. All rights reserved.

KFA Private Wealth Group is a full-service wealth management firm located in Tysons, Virginia.
KFA Private Wealth Group, LLC is a SEC Registered Investment Advisor