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 >
Is the current mild market the new normal?

Is the Current Mild Market the New Normal?

Last year was record-breaking for its low volatility, helping investors to see strong returns. While the economic expansion could continue, find out why a market correction is likely at some point, which requires careful risk management. more >

Aspiriant in the News: December

Silicon Valley’s Helen A. Dietz was recognized as an executive who “made a mark in 2017,” while John Petrie in Milwaukee offered financial fitness advice for the New Year. more >

Congress Passes Tax Overhaul

Congress moved at a swift pace to deliver a tax overhaul bill to President Donald Trump. The House of Representatives and Senate made a number of amendments to their bills to reach a compromise. Here’s a summary of the final changes. more >

Retiring from the C-Suite

For top executives, thinking about what you will do in your later years is essential to having a sound financial plan and being emotionally prepared for retirement. Read how an Aspiriant client successfully transitioned into a slower-paced lifestyle. more >
Tax reform

Year-End Planning and Tax Reform

Congress is making headway in passing historic tax reform that would dramatically change tax rates and reduce the number of deductions. Find out how the current bills compare and what it means for your 2017 year-end tax planning. more >