Blog Posts Filed Under tax-strategy
Financial Planning for Young Professionals Earning $250K+
By Beth Stringer
Earning $250K+ but not building wealth? Most young professionals lose thousands to poor tax planning, botched equity compensation decisions, and conflicting advisor fees. Learn what comprehensive financial planning actually looks like for high earners and why transparent flat fees beat traditional Assets Under Management (AUM) models every time.
Estate Planning Mistakes That Cost DIY Investors $100K+
By Beth Stringer
Most DIY investors master wealth accumulation, but overlook estate planning, a mistake that can cost heirs $100K+ in unnecessary taxes. Discover the critical errors even sophisticated investors make with beneficiary designations, inherited IRAs, and the SECURE Act's 10-year rule. Learn how step-up in basis works, when Roth conversions save the most, and why your 401(k) beneficiaries might be outdated. This guide reveals investment-specific estate strategies that protect your legacy.
2025 Tax Law Changes: What You Need to Know
By Beth Stringer
2025 brings major tax changes for high earners ($250K+). The One Big Beautiful Bill made TCJA cuts permanent, raised standard deductions to $15,750/$31,500, increased estate exemptions to $15M/$30M in 2026, expanded SALT caps to $40K, and added new deductions for tips, seniors 65+, overtime & car loans. QBI deduction is now permanent with enhanced ranges starting 2026.