by Derric J. Isensee | Jan 10, 2026 | Financial Planning, Tax Strategies
Investing is about growing your wealth, but there’s a catch: as your investments grow, your tax bill often grows right along with them. Every dollar you pay in taxes is a dollar that can’t be reinvested to compound over time. This is where tax-efficient...
by Derric J. Isensee | Jan 10, 2026 | Financial Planning, Tax Strategies
When it comes to taxes, there are two types of people: those who let taxes happen to them, and those who proactively plan for them. The first group often ends up paying what they owe without a second thought. The second group, however, looks for every opportunity to...
by Derric J. Isensee | Mar 16, 2020 | Tax Strategies
Overview The Tax Cuts and Jobs Act, which was introduced and effective January 1, 2018, introduced a new section 199A deduction equal to 20% of qualified business income. This deduction is available to pass-through entities including sole proprietorships, LLCs,...
by Derric J. Isensee | Feb 16, 2020 | Tax Strategies
Overview On December 20, 2019, President Trump signed into law, two pieces of legislation that extended government funding and dealt with several of the tax extender provisions. These tax extender provisions were largely ignored and left on the shelf when the...
by Derric J. Isensee | Feb 12, 2020 | Tax Strategies
Here is a look at some of the more important elements of the SECURE Act that have an impact on individuals. The changes in the law might provide you and your family with tax-savings opportunities. However, not all of the changes are favorable, and there may be steps...
by Derric J. Isensee | Oct 9, 2018 | Financial Planning, Tax Strategies
“How much do I need to retire?” or “What is my number?” As you discuss retirement planning or financial planning with your financial advisor, you may often hear the terms “accumulation phase” and “deaccumulation phase” (or “distribution phase”) when it comes to the...
