by Jenny Thompson | May 7, 2026 | Financial Planning, Tax Planning
Hamlet’s famous soliloquy begins, “To be or not to be, that is the question.” As we approach retirement and think about what our “fourth quarter” will look like, many of us face a similar question: “To ‘trust’ or not to ‘trust’?” Retiring well can mean many things,...
by Jenny Thompson | Dec 1, 2025 | Financial Planning, Tax Planning
As we head into the holidays, many people start thinking not only about gifts for loved ones, but also about supporting the charities they care about. With new tax rules taking effect in 2026, this is a good time to revisit your giving strategy—especially if you...
by Lori Eason | Oct 28, 2025 | Financial Planning, Tax Planning
Have you ever heard of Rube Goldberg machines? Rube Goldberg was a cartoonist known for drawing overly complex machines that performed simple tasks — a fitting metaphor for post-SECURE Act inherited RMD rules. In case you’re not familiar with Required Minimum...
by Jenny Thompson | Aug 21, 2025 | Financial Planning, Tax Planning
On July 4th, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. Think of it as a complex sequel to the 2017 Tax Cuts and Jobs Act. Basically, it locks in a lot of tax breaks that were supposed to expire this year—and if they had, more than 60% of...
by Lori Eason | Jan 21, 2021 | Tax Planning
The 2018 Tax Reform lowered taxes across the board for most Americans. Now that we’ve had a couple years of experience under this new tax code, we’re beginning to see how the tax cuts played out, specifically when it comes to charitable gifting. After the tax code...
by Lori Eason | Mar 15, 2020 | Tax Planning
As many of you are aware, new cost basis reporting rules were phased in over the past few years. In an attempt to find missing tax revenue, new rules require brokerage firms to include cost basis information on 1099-B’s on certain securities. These rules drastically...
