Tax Meeting Checklist: Documents Your Tax Pro Needs (Plus Questions to Ask)
Showing up prepared for your tax meeting can save time, reduce stress, and uncover valuable tax-saving opportunities. This comprehensive checklist outlines the documents your tax professional needs plus smart questions to ask to ensure an accurate return and better financial outcomes....
2026 Market Outlook: What Analysts Expect for Stocks, Bonds, and Real Assets
Wall Street analysts are penciling in their 2026 forecasts, and the numbers tell a story that's equal parts optimism and caution. After three consecutive years of double-digit stock gains, major investment banks see another year of growth ahead, though perhaps at a more measured pace. Bonds might finally deliver the stability investors have been waiting for, while gold continues its record-breaking run on the back of geopolitical uncertainty and central...
Plan Now, Benefit Later: How Charitable Trusts Can Reduce Future Tax Burdens
Tax planning and charitable giving might seem like separate conversations. One focuses on keeping more of what you earn, the other on giving money away. But for high-net-worth individuals, these two goals can work together in ways most people never consider. The right charitable structure reshapes your tax picture for years or even decades to come. The timing matters more than usual right now. Tax laws changed significantly in 2025, and...
How Strategic Giving Can Offset Capital Gains Before Year-End
Selling investments that have grown in value feels like a win—until tax season arrives. Imagine a stock you bought at $10,000 and sold for $50,000. Now, the IRS wants a piece of your $40,000 gain. At the highest federal rate of 20%, plus the 3.8% Medicare surtax, you could owe nearly $9,500 in taxes on that single transaction. State taxes might add even more. But the same appreciated assets that create...