Category: Taxes

We consider the tax implications of everything we do for you. And our tax services include strategic income tax planning and the preparation and filing of your tax returns. Tax planning should be a continual and proactive process, not a task for a few weeks in March and April each year.

  • Nate Maxson
  • Katie Newman
  • Josh Borges
  • Nichole Williams
  • John S. Evans
  • 401k
  • Health Savings Account
  • IRAs
  • Private Equity
  • Private Investments
  • Tax Forms & Records
  • Tax Laws

All Posts

Nichole Williams
Nichole Williams   April 16, 2025
Don’t Let the Tax Planning Tail Wag the Dog
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Josh Borges
Josh Borges   February 21, 2025
2024 Is Over, What Can I Still Do to Reduce My Tax Bill?
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Josh Borges
Josh Kommer
Josh Borges and Josh Kommer   February 12, 2025
Do You Know How Private Equity Impacts Your Taxes?
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Nichole Williams
Nichole Williams   January 31, 2025
QCDs: A Tax-Smart Way to Give
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John S. Evans
John S. Evans   January 23, 2025
Contesting Your Property Tax Assessment
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