In: tax planning

13 MarRetirement Tax Planning: The Three Tax Wallets

Note: While some information in this article is specific to BP employees, the points about the three tax wallets may be…

Read More

14 DecYear-End Charitable Giving Strategies

As the end of another year approaches, most altruist investors are considering their year-end charitable giving. When focusing on the goal…

Read More

19 SepYour Future Income Tax Brackets May Be Higher Than You Assume

Future assumed income tax brackets are a major consideration when making current decisions, such as the decision to convert a traditional…

Read More

22 FebTax Reform and Filing for 2018

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

With tax season in full effect, many people are feeling the impact of Tax Reform 2018 for the first time. Therefore,…

Read More