Do You Need A Financial Advisor? 6 Financial Situations an Advisor Can Help You Navigate

“Do I need a financial advisor?” You may be wondering this. Make no mistake: financial advisors are not reserved only for the...

4 Major Changes to Retirement and Tax Planning Due to the SECURE 2.0 Act

SECURE Act 2.0 increases required minimum distributions to age 73 Many types of retirement plans, like traditional IRAs and 401(k)...

Tax Loss Harvesting and Qualified Dividends: Two Important Considerations for Portfolio Construction

Tax Loss Harvesting What is tax loss harvesting? Tax loss harvesting is a tax strategy you can use to offset...

5 Charitable Giving Strategies to Maximize Your Impact and Reduce Tax Liability

Today is Giving Tuesday, so let’s explore five charitable giving strategies that can help you maximize your impact and reduce...

Landmark CPAs Announces Merger with Garland & Greenwood CPAs, Expands Operations

Landmark CPAs is pleased to announce Garland & Greenwood CPAs will merge with Landmark CPAs, effective January 1, 2025. This merger brings together...

Key Financial Figures for 2024

The new year means adjusted tax rates, contribution limits, and more. Take note of the following key financial data for...

IRS Releases 2024 Tax Brackets, Retirement Contribution Limits

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax...

Tax Strategy: Tax Loss Harvesting

What is tax loss harvesting? Investments, like stocks, are subject to a capital gains tax, which can be taxed at a...

A 529 Plan Might be a Great Way to Grow your College Savings and Save on Taxes

The COVID-19 pandemic has affected families’ finances in many ways. One negative impact for some families has been a disruption...