Apr 23, 2025 | All, Blogs/Articles, Business Owners, Financial Planning, Tax Planning
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...
Mar 26, 2025 | All, Blogs/Articles, Business Owners, Financial Planning, Tax Planning
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....
Feb 3, 2025 | All, Blogs/Articles, Business Owners, Financial Planning, Tax Planning
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)....
Sep 1, 2022 | All, Blogs/Articles, Financial Planning, Tax Planning
By Kevin Boutwell, CFP®, CIMA® Just because you earn good money doesn’t mean you’re good at managing it. As a high-income earner, you face unique challenges; and as financial planners and investment advisors, it’s our goal to provide strategies to help you...
Aug 2, 2022 | All, Blogs/Articles, Market Insights
By Kevin Boutwell, CFP® You may have heard scary headlines about record-high inflation, with consumer prices jumping 9% in June 2022. (1) Whether it’s caused by the actions of the Federal Reserve, Russia, or just due to COVID-induced supply chain issues is up for...
Jul 28, 2022 | All, Blogs/Articles, Market Insights
By Michael Collopy CFP®, CIMA® The saying “Don’t put all your eggs in one basket” is so popular and enduring for a reason. Applicable to nearly any situation in life, it is particularly true when it comes to investing. This idiom warns you not to invest all your...
