As 2025 comes to a close, taking a few strategic steps now can help reduce your tax liability and position you for a stronger financial year ahead. Beyond just contributions and deductions, savvy planning can include gifts, income timing, and leveraging credits. Here’s the top 7 ideas for the 2025 […]

In the spring of 2008, my wife and I spent several days trekking through Peru’s Andes Mountains on our way to Machu Picchu. The climbs were steep, the air thin, and the scenery breathtaking. But what we remember most is the team of sherpas who turned a demanding expedition into […]

The Pre-Flight Checklist: Double Check Your Beneficiaries When we flew in Jim’s Cessna 170, we had no idea it would be the last time. For years, my son has shared his dream of becoming a pilot. Spending time with Jim and flying in his plane is a memory we will […]

Give Cash Last: Top 6 Ways to Donate to Receive the Biggest Tax Break When meeting with our philanthropically minded clients, we often say, “give cash last.”  Donating cash is simple, but it’s not always the most tax efficient.  As we are nearing the end of the year, many clients […]