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...
Jul 13, 2022 | All, Blogs/Articles, Tax Planning
By Mike Collopy, CFP®, CIMA® Many investors have found themselves taking some serious losses because of the volatility in the stock market these last two years. If you are lucky (or savvy) enough to have realized capital gains, you now have to worry about the money...
Jul 13, 2022 | All, Blogs/Articles, Financial Planning, Tax Planning
By Mike Collopy, CFP®, CIMA® When it comes to retirement savings, tax implications often drive our decisions. Should you contribute to a traditional IRA, Roth IRA, 401(k), 403(b), or 457 plan? There’s so much information out there that it can be hard to know which...
