Maximize the QBI Deduction

The new qualified business income (QBI) deduction provides a new reason for small business owners to reconsider how they distribute profits to themselves. Learn why your business structure and compensation method matter. more >

Estate Taxes: Gone Today, Here Tomorrow?

The tax reform doubled the amount that a taxpayer can transfer without gift, estate or generation-skipping transfer taxes. But that doesn’t mean you should forget about estate planning. Here are six considerations to discuss with a wealth manager. more >
5 common tax myths debunked

5 Common Tax Myths Debunked

As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax misunderstandings, from documentation to state taxes, which our wealth managers clarify. more >
3 questions to define your legacy

3 Questions to Define Your Legacy

Leaving a legacy is about more than just giving money. It’s about the influence you have on others. We all leave a legacy to some extent. Find out how to clearly define your legacy so that you can have a lasting, beneficial impact. more >
Paul Nikolai, director in investment advisory, principal

Meet Paul Nikolai

Paul Nikolai learned from his family at a young age about the importance of sound, reliable financial advice. Find out what his guiding principal is to make sure that clients come first and how he goes about bringing it to life. more >
2018 Tax Planning

2018 Tax Planning: 10 Steps to Take Now

With the new tax law, year-round holistic tax planning and a sound understanding of your income and deductions can help you identify opportunities and strategies to achieve a more efficient tax result. Here are some planning tips for 2018. more >

Cybersecurity After Equifax

The combination of big-data techniques and massive data breaches means that all consumers, especially the wealthy, are at risk for targeted and sophisticated attacks on their identity. Learn how the game has changed, which risks you should be most concerned about, and how to protect yourself. more >

Understanding the QBI Deduction

The new deduction for Qualified Business Income, also known as pass-through income, is one of the most complicated provisions of the tax act. Ray Edwards explains how the new deduction works for certain business owners and investors. more >
How Do You Know Your Advisor Cares?

How Do You Know Your Advisor Cares?

There are thousands of wealth managers to choose from. Whether times are good or bad, it’s important to have a trusted financial partner who cares about you, not just your portfolio. Here are six signs to tell when you’ve found the perfect match. more >
Optimizing Your Mortgage

Tax Reform: Optimizing Your Mortgage

The tax act cuts the amount of home loan interest you can deduct from your income taxes. Should you still get a home loan? Wealth manager Sandi Bragar explains the changes in the tax law and why it still might be a good idea to mortgage your home. more >