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    Strategies for Managing Capital Gains Taxes on Large Portfolios

    Capital gains taxes affect investment decisions, charitable giving,...

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    Strategies for Managing Capital Gains Taxes on Large Portfolios
    Strategies for Managing Capital Gains Taxes on Large Portfolios

    Capital gains taxes affect investment decisions, charitable giving, and estate planning. EP Wealth...

    Ask a Financial Planner: How Can I Give Fairly to the Children in My Life?
    Ask a Financial Planner: How Can I Give Fairly to the Children in My Life?

    EP Wealth financial planner Emily Sorensen, MS, CFP®, addresses a common question related to next...

    Giving While Living: What if You Didn't Wait?
    Giving While Living: What if You Didn't Wait?

    Most estate plans answer the question of who will receive your wealth, but far fewer address an...

    From the Sideline to Retirement: Financial Transition Planning for Coaches
    From the Sideline to Retirement: Financial Transition Planning for Coaches

    EP Wealth Vice President, Advisor, Zach Pidgeon, CFP®, EA, draws on his background in college...

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