How Do I Adopt A Legacy Planning Mindset?

His name is Robert, and he’s eight years old. He dreams of changing the world in some profound way. Even though he bears your name, you’re never going to meet him. You love him and want the best for him. He’s your great-great-great-grandson. With the right tax-saving strategy and a legacy planning mindset, you can give Robert

What to do with Your Pot of Gold!

You’ve done all the right things. You worked hard all your life and built a successful career or created a profitable business. You have saved and invested and met your financial goals. Now, how do you hang on to it? You need a plan to preserve the wealth you’ve worked so hard to build. You

Creating Multi-Generational Wealth with Roth IRAs

When the Roth IRA was created in 1997, it was a small footnote in the world of Pensions and 401(k)s.  Fast forward 25 years, and the Roth is on everyone’s mind. The big question: Should I convert my Traditional IRA to a Roth? There are 4 main questions to ask yourself about conversion. First, when

Plan for a Biden Presidency

Joe Biden’s economic outlook and policies differ greatly from what we have experienced over the past four years. The questions we need to prepare and plan for are: How will the American government pay for the proposed policies and what affect will those policies have on taxes? The key to success over the next four

Trump vs. Biden: What You Need to Consider on November 4th

During this panel discussion led by John Scott, Tom Gibson, CPA, and David Babinski, a Business Consultant and member of your Family Office Team, examine: President Trump’s tax plan and its implications for those earning more than $400K annually; Vice President Biden’s proposed tax plan and its implications for those earning more than $400K annually;

State of Affairs: Strategies for a Successful Tomorrow

During this discussion led by Ted Zamerski, CPA/PFS, CFA, CGMA, and featuring Brian Shey, Licensed Insurance Representative and member of your Family Office team; David Babinski, a Business Consultant and member of your Family Office Team; and Paul Haven, a Commercial Banking industry expert; they discuss: • The importance of reviewing your overall life plan

5 Small Changes that Can Add Up to Big Tax Savings

We typically only think about taxes when preparing to pay Uncle Sam. Making small changes to how you look at and approach your finances and taxes throughout the, however, can add up to big savings on your taxes. There are many strategies that can be used, but here are five just to get you started.

Creating Your Family Bank

Ray Poteet, discusses how you can make freedom to your funds a reality while still growing that money. Specifically he covers: • How to create your own Family Financing System • How to make money driving your car (be an Uber driver without picking up passengers!) • How to take a vacation and make a

The Top 3 Legal Ways to Maximize Your Tax Savings

April is right around the corner. And we all know April brings more than just spring showers. But what if, instead of owing money to the IRS, you received a refund? Fortunately, there are some simple strategies you can use to maximize your tax savings. Tax Loss Harvesting Tax loss harvesting is the selling of