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23 Apr

When Can “Lumpy” Be Good?

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog, Taxes
The word “lumpy” doesn’t evoke a lot of positive thoughts.  Lumpy greens aren’t fun to putt on, and a lumpy mattress isn’t going to lead to a good night’s sleep.  But there are times when lumpy can be good, especially
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26 Jan

Have You Heard of a QCD?

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog, Giving, Taxes
Not KFC.  Not QFC.  A QCD, also known as a Qualified Charitable Distribution. With the changes to the tax code for 2018, it’s possible that your charitable contributions will no longer result in a reduction of your tax liability. The
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27 Jan

13 Tax Savings You Don’t Want to Miss

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Personal Finance, Taxes
It’s a new year and it’s getting close to tax time. Most of us are busy and ignoring what needs our attention. If you are one of those rushing to the post office with your return on April 15th, that’s
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13 Mar

19 Ways to Minimize Taxes

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Taxes
The word “taxes” causes much controversy.  Those who have little, think those who have plenty, should pay more.  Those who have plenty, think those who have little, should take less.  Few of us want to pay more than our fair
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03 Apr

Getting the Right Tax Preparation Agent

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Taxes
Tax law is hardly a simple area of study–ask anyone going for their J.D. or Ph.D in the field and they’ll likely tell just how much of a headache it actually is. With tax season underway, we’re starting to see
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30 Jan

The Tax Season Cometh: Putting your refund to work for you

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Taxes
With tax season just around the corner and the IRS having just released information that it plans to issue refunds about as quickly as it did last year (9 out of 10 refunds released in under 21 days (www.irs.gov) ),
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  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
    • Meet Our Team
      • Wayne’s Team
      • Craig’s Team
    • Books
    • Charitable Partners
  • Services
    • Our Value Pyramid
    • Financial Planning
    • Investment Management
    • Intentional Purposeful Giving ®
    • The Vision to Wealth Process ®
    • Social Security Strategies
    • Retirement Planning
  • Events
  • Insight
    • Blog
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    • Training Videos
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