Financial Planning
Understanding the Federal Deficit
Is the government spending too much? How much should we as citizens be concerned about our nation’s debt? These are common questions and discussions when it comes to the federal deficit, and they’re worth asking. Deficits can serve as tools for economic stimulation during downturns. But persistent and growing deficits can raise concerns about long-term…
Wealth That Stays for Generations
You work hard throughout your life to secure a future for the next generation. But the unpleasant reality is that wealth transfer often fails within three generations. According to a study by the Williams Group, approximately 70% of families have lost control of their assets by the third generation. That’s true across the world, independent of culture and tax…
2025 Education Day with David York
David R. York is an attorney specializing in estate planning and wealth transfer. He is also a Certified Public Accountant and Managing Partner with York Howell in Utah. He joined us for Education Day to talk about preparing the next generation for wealth. Watch below to learn about four vital lessons, and why it’s more…
Arizona Tax Credits Offer Tax Savings: 2024 Update
A new year, another chance to trim your tax liability. We first wrote about Arizona’s unique tax credits and the tax savings they can provide in 2022. This program is ongoing. We wanted to remind our Arizona clients of what these taxes are, how they work, and the updated figures and deadlines for the 2024…
Year-End Tax Planning Strategies
As we approach the end of the year, it’s wise to be mindful of the upcoming tax season. Of course, you’ll want to consider the tax impact of your financial decisions throughout the year, but December is the time for last-minute actions to maximize your tax savings or set yourself up for the year ahead….