Advisory Insights

Thoughtful guidance for complex financial lives.

Our insights are designed to help individuals and business owners navigate an evolving tax landscape with clarity and confidence. We share timely perspectives, planning considerations, and strategic observations to support more informed financial decisions.

Explore our latest articles below.

Strategic Tax Planning Luke Weissgarber Strategic Tax Planning 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.

Read More
Tax Law & IRS Updates Luke Weissgarber Tax Law & IRS Updates 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.

Read More