by Derric J. Isensee | Apr 30, 2026 | Financial Planning, Individuals & Families, Tax Strategies
Most people don’t think about taxes until April. That’s usually when the frustration shows up. A higher-than-expected bill. A missed opportunity. A feeling that something could have been handled better. But by the time you’re filing, most of the outcome is already...
by Chad Stooksbury | Apr 30, 2026 | Financial Planning, Individuals & Families
When the numbers are final—but the feeling isn’t For many high earners, tax season doesn’t end with relief. It ends with questions. You filed on time, everything was submitted correctly, but when you look at the outcome, something doesn’t sit right. Maybe it was the...
by Derric J. Isensee | Apr 26, 2026 | Individuals & Families, Tax Strategies
Most high earners aren’t making poor financial decisions. They’re making isolated decisions. A contribution here. An investment there. A year-end donation. A stock option exercise when it feels right. Individually, each choice may seem reasonable. But without...
by Kayli Cinko | Mar 4, 2026 | Business, Financial Planning, Individuals & Families, Tax Strategies
If you’re a high-income professional, business owner, or recently retired executive, your tax return isn’t just a compliance requirement—it’s a strategic planning document. Most people feel a rush of relief when they send their return off, but we encourage you to...
by Laurie Otey | Jan 25, 2026 | Accounting, Financial Planning, Individuals & Families
Qualified Tips Deduction (§224) Annual Deduction Cap: $25,000 Eligible Income: Cash tips reported on required statements or Form 4137 Occupation Restriction: Only listed occupations qualify where tipping is customary. MAGI Phase-Out Threshold: $150,000 (Single)...
by Derric J. Isensee | Jan 15, 2026 | Individuals & Families, Tax Strategies
How the OBBB Act Changes Your Taxes: What Individuals & Families Need to Know The One Big Beautiful Bill Act (OBBB) introduces some of the most significant tax changes in nearly a decade. While the headlines focus on tips, overtime, and expanded deductions, the...
