Year-End Strategies: Four Key Opportunities to Consider
Explore essential year-end tax planning strategies to help reduce taxes, optimize your portfolio, and capitalize on time-sensitive opportunities before December 31.
Year-End Charitable Giving: Strategic Approaches for Maximum Impact
Rising costs, longer retirements, and declining cash yields are redefining retirement in 2025, making a growth-focused plan more important than ever.
Unlocking the Power of a 1031 Exchange: A Smart Move for Real Estate Investors
The 1031 Real Estate Exchange is a powerful strategy to defer capital gains taxes, keep more of your equity, and position you for retirement.
Strategies to Reduce Income Taxes in Retirement
Strategies to Reduce Income Taxes in Retirement A core philosophy at EntryPoint Wealth Management is to reduce our client’s income tax paid throughout their lifetimes. Advising clients on their tax situation is often considered a no-go subject in the financial industry. However, I feel the first step in providing quality advice to clients is understanding…
Stories from ’23 Tax Season
Stories from ’23 Tax Season One of the wisest men in the history of our society said, “The hardest thing in the world to understand is the income tax.” And I will agree with Albert Einstein. Over my tenure advising clients, I have realized that there are few sources of actionable advice that help individuals…
Will This Unique Rule of the American Rescue Plan Affect Your Tax Status?
Will this Unique Rule of the American Rescue Plan Affect Your Family? For at least the last year, it seems like with every passing month there is another new stimulus plan. With each new policy, we are consulting with clients to make sure that they understand the impacts on their overall situation. At EntryPoint, our…