Tax Planning & Opportunity
2023 TAX GUIDE
This guide will explore how tax filing may look different this tax year and what you can do to prepare...
PROACTIVE YEAR-END TAX PLANNING
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and...
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ARE YOU AWARE OF YOUR TAX-FREE OPTIONS?
Learn the tactics you can deploy to help protect your money from looming tax hikes.
Explode Your Tax Savings?
Discover 3 Commonly Overlooked Opportunities
27 PRINCIPLES
EVERY INVESTOR SHOULD KNOW
HOW TO BUILD WEALTH WITH HEART, INTEGRITY, AND PURPOSE:
THE ETHICAL INVESTOR’S 5-STEP GUIDE
High Tax. Zero Time. Big Revenue Goals:
3 Critical Answers for Entrepreneurs Ready to Scale Over $1M
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Featured Blog
Stay on Track with the 2025 Retirement Calendar Checklist
Planning for retirement can feel overwhelming, especially when juggling financial, health care, and personal milestones.
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Your Essential Guide to Preparing for the 2025 Tax Season
Tax season can feel overwhelming, but careful preparation can make filing easier and help you save money. Here’s a summary of important updates, tips, and deadlines to guide you.
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Recent Posts
Should You Prioritize Charitable Giving in 2025 — or Wait Until 2026?
With major tax law changes set to take effect in 2026, now may be the ideal time to evaluate your charitable giving strategy. Learn how ...
<p>The post Should You Prioritize Charitable Giving in 2025 — or Wait Until 2026? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
New IRS MATH Act Brings Clarity — Why Business Owners & High Net Worth Families Should Care
The IRS MATH Act, signed into law in late 2025, requires the IRS to “show its math” when it flags errors — meaning clearer notices, itemized adjustments, and a 60‑day window ...
<p>The post New IRS MATH Act Brings Clarity — Why Business Owners & High Net Worth Families Should Care first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Strengthen Your Retirement Strategy with a Roth 401(k): Tax-Free Growth for the Future
Discover how a Roth 401(k) can enhance your retirement plan with tax-free growth and flexible distribution options—ideal for high earners and long-term planners. Why a Roth 401(k) Might Be the Missing Piece in Your Retirement Plan When it comes to planning for retirement, diversification isn’t just about what’s in your portfolio—it’s also about ...
<p>The post Strengthen Your Retirement Strategy with a Roth 401(k): Tax-Free Growth for the Future first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
