Webinar: Tax-Smart Strategies — How Women Can Design Their Wealth Plan with Purpose and Intention
Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
Are Retirement Plan Contributions Tax-Deductible?
Retirement plans like 401(k)s and IRAs can be an easy and effective way to save for retirement. Many investors favor these accounts for their significant tax advantages, which can include pre-tax or tax-deductible contributions. Contributions to a 401(k), traditional IRA, and other retirem …
What Documents You Should Provide to Your Tax Preparer
It’s February, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is, often, “Everything.” But that isn’t helpful, nor is it entirely true. And this year, thanks to the passage …
Webinar: A Proactive Approach to Tax Planning
Are you ready to become wiser about your wealth? Learn about smart tax planning in A Proactive Approach to Tax Planning: Safeguarding and Growing Your Lifetime Wealth, now available for viewing. In this on-demand webinar, Carson’s Managing Partner and Chief Tax Strategist Debbie Taylo …
Tax Law Changes that Could Affect Your Return This Tax Season
It’s that time of year again! W-2s, 1099s, and mortgage statements have begun to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front, with one big (beautiful) exception: The One Big Beautiful Bill Act (OBBBA), whic …
Why & How to Use a Roth IRA Conversion in Retirement Planning
With larger traditional IRA account balances and changing tax laws, Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a strategic move, particu …
Your 2025 Tax Update: What’s Changing for Your Money
Every year brings changes in tax rules, and 2025 is no exception. Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. While some changes simply adjust for inflation, o …
