by Kevin Toler | Jan 27, 2025 | Financial Planning, Tax Planning
The Tax Control Triangle categorizes investments into three tax treatments— tax-deferred, tax-exempt, and taxable—providing a strategic framework for diversifying your portfolio in alignment with your financial goals and tax circumstances. Tax-deferred investments... 
by Kevin Toler | Dec 18, 2024 | Financial Planning
As we move into 2025, the financial landscape presents unique challenges and opportunities for affluent investors. Hill Island Financial is committed to providing clarity and actionable strategies tailored to your financial planning goals. Here’s what to watch and how... 
by Kevin Toler | Oct 22, 2024 | Charitable Giving, Political Contributions
A short while back, you might have read the headlines about Yvon Chouinard, a reluctant billionaire and founder of Patagonia, giving away his 3 billion dollar company. Rather than sell it off or give it to his children, he transferred 98% of the company to a newly... 
by Kevin Toler | Sep 26, 2024 | Financial Planning, Tax Planning
Navigating the complexities of the Alternative Minimum Tax (AMT) can be a significant challenge for high-income earners. Still, it’s a key part of optimizing tax strategies. Originally designed to prevent wealthy taxpayers from avoiding their fair share of... 
by Kevin Toler | Sep 6, 2024 | Political Contributions
I still remember the day I decided to donate to a political candidate. After hearing a particularly inspiring speech I made a fairly decent donation to the campaign, in hopes that it would go to support the policies and issues that mattered most to me. I immediately... 
