Blog
Learn how the 2025 TCJA sunset could impact estate and gift tax exemptions. Explore planning strategies like SLATs, annual gifting, and charitable trusts to protect your wealth.
5/20/2024
Blog
Discover smart tax planning strategies to reduce your tax liability and boost financial efficiency. Learn how deductions, credits, and investment tactics can help you save more.
3/3/2024
Blog
Get organized for tax season with this essential guide to preparing for your 2023 tax appointment. Learn what documents to gather, how to categorize expenses, and tips to maximize your tax savings.
2/21/2024
Blog
Discover how a financial advisor can help you minimize taxes and maximize savings. Learn strategies for tax-efficient investing, Roth conversions, charitable giving, and more to boost your financial plan.
2/13/2024
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2/1/2024
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As tax season ramps up, Bethany Thompson, Certified Tax Specialist™, put together a list of some of our most asked tax questions. As always, please consult your tax advisor, as FCA and its affiliates are not tax or legal advisors.
1/1/2024
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Should I pay taxes now, or wait and pay taxes when I’m retired? That is the decision being made when employees determine whether or not to use the Roth 401(k) option.
12/19/2023
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If you are nearing or have already reached age 65, how would you like to save $860 a year just by filling out an application and providing proof of your age?
12/19/2023
Blog
Learn how to manage capital gains, avoid Medicare premium hikes, and reduce tax liabilities in retirement. Explore smart strategies like phased stock sales and tax planning to protect your income and investments.
4/5/2023
Blog
Turn tax season into a strategic financial check-in—understand laws, reduce burden, organize docs, and use refunds to fuel long-term goals.
3/9/2023