May 18, 2022

In today's episode Nicholas Olesen, CFP®, CPWA® talks about one of the best part about a market pullback, tax savings.

Rather than spend 30 minutes on all that it entails and multiple examples of how it works, this episode will cut right to how our investment team utilizes tax-loss harvesting.  In a recent published...

Feb 9, 2022

In today's episode Nicholas Olesen, CFP®, CPWA® shares the top tax reduction strategies we have advised executives and other high-income earners to take advantage of. 

Taxes is probably the one thing just about everyone feels they pay too much of. For executives and high-income earners, it is by far the largest...

Oct 13, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® recaps the latest on tax proposals, how they could change your taxes and savings strategies,  and what actions you should consider before the end of the year. 

As you have probably already heard, there are tax increases coming and they are far reaching. A few of the...

Jun 11, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® shares key takeaways and insights from the most recent tax change proposal, the Treasury Department’s “Green Book”. 

As expected for anyone paying attention to tax policy this year, there are a lot of changes coming in the near future regarding taxes, rates, and...