by Suji Adams | Mar 19, 2026 | Tax Planning
Gifting can play an important role in supporting family members, transferring wealth, and simplifying an estate over time. Gift tax rules are designed to track significant transfers of wealth, not to tax most everyday gifts. In most cases, gifts do not result in taxes...
by Suji Adams | Mar 2, 2026 | Tax Planning
Retirement marks a shift from accumulating wealth to drawing from it. Along with that transition comes a different set of tax considerations. Instead of a steady paycheck, retirement income often comes from multiple sources, each taxed differently and subject to...
by Suji Adams | Feb 2, 2026 | Tax Planning
Important Tax Changes to Know Before Filing Tax season often feels like a once-a-year event. In practice, many of the most impactful tax decisions are made throughout the year, well before a return is filed. Changes to tax brackets, deductions, and savings limits can...
by Suji Adams | Feb 2, 2026 | Financial Planning, Tax Planning
Summary of OBBB changes to Qualified Charitable Distributions (QCDs) While the One Big Beautiful Bill (OBBB) went into effect in 2025, some changes were delayed until 2026. Of these include new considerations regarding Qualified Charitable Distributions (QCDs). The...
by Suji Adams | Dec 11, 2025 | Tax Planning
6 Year-End Tax Planning Strategies to Take Before 2026 Year-end is a great time to start taking inventory and integrating tax-smart strategies into your financial plan for the upcoming tax season. Effective tax planning can help you reduce your upcoming tax bill,...
by Suji Adams | Jul 11, 2025 | Financial Planning, Tax Planning
Waiting to collect can create tax savings and compound growth Many companies offer deferred compensation plans to their high-ranking corporate executives, allowing them to set aside a portion of their current earnings for future payout—often at retirement. If you’re...
