As an adult, there are a few things that never seem to reach an end but rather continue on an indefinite loop. Can we all agree that taxes are one of those things? A client recently finished their 2025 taxes and immediately had questions regarding what needs to be done for 2026. Honestly, it’s an […]

We’re in the strange time of year tax-wise – where you may have just filed 2023 returns, are in the middle of running final forecasts for 2024 taxes, and now – it’s time to think about 2025! Never a dull moment! The 2025 tax brackets were just released and I’ve had a few discussions with […]

In talking with a client and their tax advisor this week, there was some confusion over why mutual funds make distributions (typically in December) that result in unexpected tax consequences. It’s a great question and one you should keep in mind for your portfolio, especially in 2022. Let’s dive in. What is a mutual fund […]