Tax Planning in Turbulent Times  

November 7, 2021

This report combines our earlier 3-part tax planning series into a single, 6-page piece. It pairs well with, and is optionally referenced in the separate piece, "Six Financial Best Practices for Year-End 2021."

Categories: Estate planning, Evidence-based investing, Family wealth, Financial planning, General audience, Report, Retirement planning, Tax planning, Tax planning tools & techniques

Tax Planning Part 3: Tax-Wise Financial Planning  

August 31, 2021

Part 3 of a 3-part series on tax-planning. Part 1 defined "the tools of the tax-planning trade," i.e., tax breaks for saving toward life goals such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer. Part 2 explored reducing families' lifetime tax bills through tax-wise investment techniques. Part 3 explores integrating all of the above into broad financial planning.

Categories: Advisor role/value, Article, Estate planning, Evidence-based investing, Family wealth, General audience, Philanthropy/giving, Retirement planning, Tax planning, Tax planning tools & techniques, Wealth management

Tax Planning Part 2: Tax-Wise Investment Techniques  

August 12, 2021

Part 2 of a 3-part series on tax-planning. Part 1 defined "the tools of the tax-planning trade," i.e., tax breaks for saving toward life goals such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer. Part 2 explores reducing families' lifetime tax bills through tax-wise investment techniques. Part 3 will explore integrating all of the above into broad financial planning techniques.

Categories: Advisor role/value, Article, Estate planning, Evidence-based investing, Family wealth, General audience, Philanthropy/giving, Retirement planning, Tax planning, Tax planning tools & techniques

Tax Planning Part 1: Tools of the Trade  

July 27, 2021

Part 1 of a 3-part series on tax-planning. Part 1 defines "the tools of the tax-planning trade," i.e., tax breaks for saving toward life goals such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer. Part 2 explores reducing families' lifetime tax bills through tax-wise investment techniques. Part 3 will explore integrating all of the above into broad financial planning techniques.

Categories: Advisor role/value, Article, Estate planning, Family wealth, Financial planning, General audience, Philanthropy/giving, Retirement planning, Tax planning, Tax planning tools & techniques