Blogs & Articles
Longevity & Legacy: Redefining Wealth for a Longer Life
When we talk about wealth management for high-income families, we often focus on numbers: returns, tax rates, and retirement savings. But increasingly, the conversation must shift toward something far more personal and impactful: your health. The intersection of...
What We Heard Most This Tax Season (And How We Answered)
Just because Tax Day is over doesn’t mean your planning should be. In fact, now is a great time to step back, assess what worked (and what didn’t), and get ahead of next year’s opportunities. With that in mind, we’ve rounded up some of the most common tax questions...
Navigating the Tax Implications of Executive Compensation
As our last post in the Veracity Capital Knowledge Series: Beyond Taxes, we’re taking a closer look at executive compensation—an area that offers significant opportunity, but also complexity. Executive compensation often includes more than just a paycheck and a bonus....
Should You Have Your Own S Corp?
As part of the Veracity Capital Knowledge Series: Beyond Taxes, we’re covering key financial topics to help you make informed decisions. In this installment, we review the potential benefits and considerations of structuring your business as an S Corporation (S Corp)....
Navigating Estimated Tax Payments: Key Insights
If you’re self-employed, a freelancer, or earn income outside of a regular paycheck, you’ve likely encountered estimated tax payments. While they might feel like just another tax hurdle, these payments are actually a smart way to stay ahead and avoid surprises at tax...
Celebrating Six Years of Growth and Gratitude
By: Kevin Gray, CEO, Veracity Capital Last month marked an incredible milestone for our team – six years since we began our journey as an employee-owned, Registered Investment Advisor (RIA). We are deeply grateful for the relationships we’ve built, the...
Maximizing Your Impact with Charitable Giving: Smart Strategies for Tax Efficiency
As the year wraps up, charitable giving takes center stage, with many people looking to support causes close to their hearts while also reaping some valuable tax benefits. As part of our Veracity Capital Knowledge Series: Beyond Taxes, here, we'll explore different...
Why a Solo 401(k) Might Be the Perfect Retirement Solution for You
As part of our Veracity Capital Knowledge Series: Beyond Taxes, we’re exploring why the Solo 401(k) is a powerful retirement tool for self-employed individuals and small business owners with no employees. If you missed our first post, Six Strategies for Year-End Tax...
Six Strategies for Year-End Tax and Charitable Planning
We all know that life can get hectic as the year draws to a close and the holiday season approaches. In the past, we've shared a set of strategies for year-end financial planning. This year, we’re revisiting those tips to ensure they remain as relevant as ever to help...
Don’t Send Your Child Off to College Without These Four Tools
Preparing your child for college is an exciting but often hectic time. Between college applications, housing forms, class registrations, and meal plans, there is a lot to manage. One crucial aspect that is often overlooked, but should be included on every parent’s...
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