As the year winds down, it’s the perfect time to take inventory of your financial picture and make strategic decisions to minimize your tax burden. It also makes a lot of sense to put a bow on the hard work you’ve put in throughout the year. Year-end tax planning isn’t just about saving money in...

The month of November is always a busy one for our firm. We’re meeting with clients to discuss pre- and post-election investment strategies, helping clients satisfy their RMDs from their retirement accounts, but mostly meeting with folks to discuss year-end tax planning. We’ve had dozens of meetings in the past few weeks creating 2024 income...

Washington, D.C., is out of control, and something needs to change – fast! Partisan political commentators would have everyone believe that the government will be irreparably starved of resources if we cut taxes. This is simply not true. Federal tax receipts have historically risen year over year, even after tax cuts. The Tax Cuts and...

What a weekend! Back in 2022, I wasn’t sure I’d ever experience a game like UT vs. Alabama again. Then Saturday happened, and it was one of the loudest games I’ve ever been a part of. After years of defeat at the hands of Alabama and Florida, my patience paid off with back-to-back wins over...