Advisory Insights

Thoughtful guidance for complex financial lives.

Our Tax Insights & Strategies page is designed to provide clients and readers with clear, practical perspectives on an ever-evolving tax and regulatory landscape. Here, we share timely analysis, planning ideas, and strategic considerations to help individuals, families, and business owners make informed financial decisions with greater confidence.

Rather than reacting to tax developments after they occur, our goal is to help you stay prepared — identifying opportunities early, managing risk thoughtfully, and approaching planning with intention.

You will find commentary on topics such as:

• Federal and state tax law developments
• Proactive tax planning strategies
• Business and entity considerations
• Wealth-building and preservation concepts
• Regulatory updates that may affect your financial position

Whether you are navigating a significant life event, operating a growing business, or simply seeking to remain well-positioned for the future, these insights are meant to support more informed decision-making.

We invite you to explore the latest articles below and return periodically for new perspectives.

Luke Weissgarber Luke Weissgarber

BOI Reporting Lifted for U.S. LLCs and Corporations

Big news from FinCEN: As of March 2025, U.S.-based LLCs and corporations are no longer required to file beneficial ownership information (BOI) reports. If you've already filed, you're covered—no further action is needed. Foreign entities still face certain requirements, but most domestic businesses are now off the hook.

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Luke Weissgarber Luke Weissgarber

Backdoor Roth IRA: Smart or Risky?

Considering a Backdoor Roth IRA? This strategy can be powerful for high earners—but it comes with caveats. Here's what you need to know before converting.

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Luke Weissgarber Luke Weissgarber

How to Avoid Underpayment Penalties

Missing estimated tax payments in 2025? You could owe more than you think. Here’s how to avoid costly IRS underpayment penalties—plus tips to fix it even if you're behind.

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Luke Weissgarber Luke Weissgarber

Retirement Plan Options Available for 2025

Still time to cut your 2025 tax bill. See which retirement plans—like SEP IRAs or Solo 401(k)s—can help you save thousands and secure long-term financial growth.

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Luke Weissgarber Luke Weissgarber

Maximizing EV Tax Credits: Drive Into Savings

EV tax credits for 2025 make switching to electric more affordable than ever. Discover how to save up to $7,500 on new EVs, $4,000 on used models, and take advantage of leasing and business incentives. Embrace the future of transportation and maximize your savings.

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Luke Weissgarber Luke Weissgarber

Crypto Strategies for 2025

2025 brings new opportunities and challenges for cryptocurrency investors. Discover four powerful strategies to reduce tax liabilities, including loss harvesting, donating or gifting crypto, and using self-directed accounts. Proactive tax planning is key—learn how to keep more of your profits.

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Luke Weissgarber Luke Weissgarber

2024 Tax Updates: Inflation Adjustments Compared to 2023

As we move into 2024, understanding the new inflation adjustments is essential for smart tax planning. This article provides a clear, side-by-side comparison of key changes from 2023, including updates to standard deductions, federal income tax brackets, and retirement contribution limits. With increases across all filing statuses and new income thresholds, these adjustments present opportunities to optimize your tax strategies. Dive in to see how these changes may impact your financial planning this year.

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