tax-planning

Financial independence by 40 is an ambitious but increasingly common...

When is Tax Day in 2026? Review key deadlines, refund timing, and extension options for the...

Learn from EP Wealth’s Regional Director, Rich DeRafelo, CFP®, how proactive tax planning can help...

High-net-worth investors may be able to use advanced, legally compliant income-shifting strategies...

EP Wealth’s Jon Moore, CFP®, shares common tax planning mistakes business owners make and offers...

Read our in-depth guide covering estate planning strategies that may potentially help reduce taxes...

Learn how your state of residence, where your income is earned, and where you hold property can...

Explore how municipal bonds can provide tax-free income for high-net-worth investors, contribute to...

Explore tax-smart strategies for retirement withdrawals—from sequencing and RMDs to Roth...