by The Prosperity Team | Jan 3, 2025 | Taxes
You’ve likely heard whispers about significant tax changes on the horizon. The year 2025 marks a pivotal moment in U.S. tax policy, as many provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 are set to expire. With the 2024 election in the books, we can...
by The Prosperity Team | Nov 8, 2024 | Taxes
As the year draws to a close, you have a unique opportunity to optimize your financial strategies through charitable giving. Not only can these strategies support causes you care about, but they can also potentially reduce your tax burden. Let’s explore seven...
by The Prosperity Team | Oct 4, 2024 | Taxes
As we approach the end of the year, it’s a good time to consider Roth conversions as a powerful strategy for tax-efficient retirement planning and optimizing retirement income. This approach can offer significant benefits, particularly when incorporated into year-end...
by Emily Hermano | Apr 5, 2024 | Investing, Taxes
Tax-Efficient Investment Strategies: Shield Your Wealth from Taxes You have spent a significant amount of time and effort and made sacrifices to grow your wealth. Equally important is spending some time maintaining and preserving your wealth, ensuring it is not eroded...
by Emily Hermano | May 17, 2022 | Taxes, Financial Planning
Best Tools To Facilitate Your Charitable Giving Being generous with your money is admirable in and of itself. Leveraging the right tools to facilitate your generosity takes your giving to the next level because it helps you be even more efficient and...
by Emily Hermano | Jan 26, 2022 | Taxes
Tax strategy isn’t something that only happens at year-end. In fact, proper tax planning is something you prepare for all year long. As we have officially entered tax season, now is the perfect time to start preparing your finances for the year ahead. In the process...
