tax-planning

    Female Certified Divorce Financial Analyst (CDFA) meeting with a senior woman in a modern wealth management office, discussing financial planning and divorce-related financial decisions.

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    Financial Planning Before Divorce: How A CDFA® Can Help You

    EP Wealth Vice President, Advisor, Kathy Costas, CDFA®, explains how...

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    How High-Income Business Owners Can Potentially Save on Taxes
    How High-Income Business Owners Can Potentially Save on Taxes

    High-income business owners can lower taxes with strategies like S-Corps, Cash Balance Plans, cost...

    The Upside of Down Markets: Tax Smart Moves You Can Make When Markets are Volatile
    The Upside of Down Markets: Tax Smart Moves You Can Make When Markets are Volatile

    In times of market volatility, smart tax strategies can turn uncertainty into opportunity. EP...

    Tax-Saving Strategies for High-Value Real Estate Transactions
    Tax-Saving Strategies for High-Value Real Estate Transactions

    High-value real estate transactions can have significant tax implications. Learn about tax-saving...

    How Can I Donate to Charity Effectively?
    How Can I Donate to Charity Effectively?

    In the full scope of managing money, people want to know that the money they donate to charitable...

    Appreciated Concentrated Positions: Doing Nothing Might Cost You Big Time
    Appreciated Concentrated Positions: Doing Nothing Might Cost You Big Time

    Author: Rick Bryan

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