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 | 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 | Aug 8, 2024 | Charitable Giving, Tax Planning
Our clients, George and Kate, are busy raising their three elementary-school-age children and renovating a home in California. George was on the ground floor of a tech start-up bought by a larger, publicly traded company. Nearly ten years later, he continues to work... 
by Kevin Toler | Mar 27, 2024 | Tax Planning
We’ve all been there. It’s late evening April 14th and there isn’t enough wine left in the bottle to get you through the endless labyrinth of forms and receipts scattered across the kitchen table. Panic ensues as the deadline looms. Like every year you’ll squeak it... 
