How to Avoid Capital Gains Tax When You Sell Your Home
One of the tax tips that appears on the tax planning reports we prepare for clients is “Keep track of your home improvement expenses for determining your adjusted cost basis…
Entries by Lia Bertelson
Tax Planning with Together Planning
Tax planning is a key component of financial planning, and we use a cutting edge product called Holistiplan to reduce the lifetime tax burden for our clients.
Planning for Retirement with Social Security
Social security is an important component of retirement planning for most retirees, even affluent ones. If you have earned income each year over a long career, your projected social security…
Are you ready to sign your tax return?
Imagine it’s April and your tax preparer has just sent you a copy of your tax return to sign for e-filing. They probably include something for you to sign saying…
Getting ready for Tax Season
Tax season is upon us and one of the most common questions we get from clients this time of year is “What tax documents should I be expecting?” This is…
Learn More about Donor-Advised Funds
We hope your New Year is off to a great start. One thing that we have done a lot more of in recent years is set up donor-advised funds for…
Building wealth can be boring. In fact, it usually is.
I don’t have a list of steps to double your net worth by next year. I can’t give you a recipe to retire early with a huge nest egg without…
