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Tax Planning

How ‘Succession’ Becomes Reality

First and foremost, for our friends who watch the popular HBO series ‘Succession,’ this article contains spoilers, so we’d strongly recommend finishing the show before returning to learn how the equivalent of a major plot point could affect the financial landscape. Now, for those of us who are caught up on this brilliant show, let’s go over how its twist…
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What is Direct Indexing?

Direct indexing is a strategy used by investors to build a customized portfolio of individual stocks. This investment approach has gained popularity in recent years due to advancements in technology that have made it easier and more cost-effective to implement. In this article, we will explore the concept of direct indexing and provide sources for further reading. What is Direct…
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7 Strategies to Reduce Taxes

Each year around tax time, most of us wonder how we can pay less in income taxes, and the answer to that question is always, “It depends.” Each person’s situation is completely unique to them, and the strategies that may be able to be employed to mitigate or reduce tax obligation vary based on goals and circumstances. That’s why it…
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