Discover a Smarter Approach to Tax-Efficient Income High-income investors face unique challenges—and unique opportunities. This exclusive white paper from CG Financial Services highlights how municipal bonds, SMAs, and UMAs can… Read More
Minimizing Tax Impact
Common Tax Errors to Avoid
Read the full article here: Common Tax Errors to Avoid
Year-End Tax Planning for High-Net-Worth Individuals
As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature of their holdings and dynamic… Read More
The Sunset of the Federal Estate Tax Exemption: Use It or Lose It
This exemption is scheduled to expire on December 31, 2025, unless Congress acts to extend it or make it permanent. If no action is taken, the exemption amount will revert… Read More
Minimizing Tax Impact, Retirement & Lifestyle Planning
A Tax Planning Guide for High-Net-Worth Retirees
Tax planning is an essential aspect of financial management, especially for individuals who have accumulated substantial wealth over their lifetime. High-net-worth (HNW) retirees, in particular, need to pay special attention… Read More
Investment, Minimizing Tax Impact
Year-End Tax Planning Considerations for Capital Gains
As the end of the year approaches, investors need to focus on tax-related considerations, particularly regarding capital gains. Year-end tax planning can help investors manage their overall tax liability while… Read More
Benefits of Early Tax Planning With a Financial Professional
Tax planning is a crucial component of personal finance and a vital component of your overall financial planning. Failing to consider tax planning could result in missed opportunities for tax… Read More
2024 Key Financial Data
We’re helping you get prepared for 2024 by providing you with financial data on the Tax Rate Schedule, Tax Deadlines, Exemption Amounts & more! View your PDF Here: Key Financial… Read More
Navigating the 2.0 Tax Act
The Secure 2.0 Act of 2022 builds on the 2019 Act to better address the challenges that millions of Americans face in saving for retirement. With 92 new provisions, including… Read More