Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • 3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset

    April 9, 2024

    The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. Now is the time to understand those implications and consider strategies to help mitigate the potential tax risks. This article can help you get started.

  • Reposition Assets for Tax-Efficient Wealth Transfer

    Peter A. Longo March 14, 2024

    If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.

  • Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

    Laura Medigovich February 23, 2024

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease of this limit in 2026, here are a few strategies to help leverage this unique situation through tax-efficient wealth transfer.

  • 5 Simple Steps to Prepare for Tax Filing

    February 14, 2024

    Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.

  • 529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education

    Zane Byramji December 14, 2023

    Explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.

  • 9 Considerations for 2023 Year-End Tax Planning

    Jack Cintorino November 1, 2023

    In addition to the continued challenges brought on by inflation and rising prices, 2023 also saw new tax laws as well as anticipated changes in 2024 and beyond. This article examines what you should be aware of as you prepare for year-end tax planning.

  • Look Out For These Top Tax Scams When Filing Your Taxes

    October 25, 2023

    Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to stay on top of the latest list of common issues—and take some simple steps to stay safe from them.

  • Trusteed IRAs Need to be Reviewed Under Post-Secure Act Rules

    Jay Guyer September 26, 2023

    Those considering using a trusteed IRA to address larger wealth transfer goals are encouraged to take a fresh look at their plans following updated distribution rules of the SECURE Act and SECURE Act 2.0.

  • Can You Benefit From a Qualified Personal Residence Trust?

    August 2, 2023

    If you are planning your estate and realize that your primary or other residence significantly impacts the total value of your estate, leveraging a qualified personal residence trust (QPRT) could help reduce exposure to taxes.

  • Tax Deferral Strategies for Employer Stock in a Qualified Retirement Plan

    Jay Guyer July 25, 2023

    If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.


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