Should You Consider a Charitable Remainder Trust?

Are you considering ways to leave behind a legacy of giving? Charitable remainder trusts are excellent choices to consider as...

Claim These 3 Qualified Opportunity Zones Tax Benefits

When it comes to investing and building wealth, maximizing returns while minimizing tax liabilities could be considered “The Holy Grail.”...

Investing in Treasury Bonds, Bills, and Notes as a High-Yield Savings Option

Most of us understand that stashing money in a savings account at your local bank isn’t the best way to...

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...

Investing for the Future: How to Use Your Health Savings Account (HSA) to Save for Retirement

Before we jump into using your HSA as a tool for retirement, let’s cover the basics of what a health...

Should You Invest in Rental Properties in the Current Housing Market?

There will always be demand for housing. Unlike other expenses, which consumers can adjust accordingly, people will always need a...

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...

How to Reduce the Capital Gains Tax on Home Sales

Why is this important right now? Your wallet can attest to this: overall cost of living has significantly increased in...

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...