Short Articles About Finance-Related Topics

Estate Planning – The Importance of the Uncomfortable Conversation Part 1

By: Jeremy Runnels

“Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes,” private correspondence
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The College Payment Puzzle

By Nick Fedrow

At some point in time, almost every parent has likely heard the phrase “It takes a village to raise a child.” While this may certainly be true
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Biden Tax Proposals and Real Estate

The White House wish list for tax law changes includes the elimination of both 1031 Exchanges and the step-up in cost basis at death. Potentially, these are major speed bumps in what
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List of articles in category Insights
Title	Created Date
Estate Planning – The Importance of the Uncomfortable Conversation Part 1	20-Oct-2021
The College Payment Puzzle	01-Sep-2021
Biden Tax Proposals and Real Estate	05-Aug-2021
What is a Roth Conversion and How Will it Benefit Me?	28-Jul-2021
What Does Retirement Look Like Across States?	27-Jul-2021
Take the 529	04-Jun-2021
Employee Stock Purchase Plan (ESPP)	04-May-2021
Money Physics	27-Apr-2021
Life Insurance: Outsourcing of Risk	25-Mar-2021
Leaving an IRA to a Charitable Remainder Unitrust	01-Feb-2021
What is AMT	16-Dec-2020
Alternative Minimum Tax (AMT) Credit – How do I get it back?	16-Dec-2020
Is now a good time to exercise Procore Non-Qualified Stock Options (NQSOs)?	15-Dec-2020
Flatten the (Tax) Curve	01-Dec-2020
Baked In	10-Nov-2020
Compassionate But Clinical	21-Oct-2020
Election 2020	24-Sep-2020
Should You Defer Taxes in 2020?	27-Aug-2020
Charitable Gifting Strategies	30-Jul-2020
Tax Calendar Guidelines	28-May-2020
Has the World Gone Mad?	05-Mar-2020
A Brief Overview of Federal Income Taxes	17-Dec-2019
Can Two Wrongs Make a Right?	22-Nov-2019
Ancient Greek Investment Advice	15-Oct-2019
Diversification or Di-WORSE-ification	16-Sep-2019
Tax Reform and Charitable Giving	19-Dec-2017

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