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tax planning

Don’t Take the Bait on a “Tax-Free” Retirement

May 12, 2025

In the world of investing, there are multiple ways to engage in the trap

New Tax Proposals Being Brought Back Toward the Center

September 20, 2021

A slew of tax proposals are being laid out to generate income for federal

Taxes in Retirement

July 22, 2021

This guide explains the basics of our tax system and the different kinds of

‘Rich People Don’t Pay Taxes’? Paul Winkler Responds

June 15, 2021

 There’s a common narrative in the media that the rich avoid taxes. Is

Biden’s Capital Gains Tax Proposal: How It Affects Investors

April 27, 2021

Take a look at President Biden’s tax proposal, which includes almost doubled capital gains

Are Tax Increases Going to Hurt Stock Prices?

April 6, 2021

The current administration has repeatedly said it plans to raise taxes on corporations. One

New Tax Deadline, May 17th, What You Need to Know

March 24, 2021

The federal deadline to file taxes has been moved this week to May 17th.

What Ministers Should Know When Filing Taxes

January 18, 2021

Tax planning can feel complicated for the average person. Ministers have some unique opportunities

Tennessee Is Now Tax Free

January 14, 2021

It’s official: Tennessee is now tax free for individuals. The Hall Tax (enacted in

Tax Planning in a Wild Year

December 18, 2020

We’re coming up to the end of a wild year and it is time

The Investor Coaching Show Cover

How Working from Home Affects Your Income Taxes

September 7, 2020

Today, Paul and Evan address a tax issue people may not be used to

The Investor Coaching Show Cover

How Future Tax Laws Could Affect Retirement Accounts

August 25, 2020

Paul and his team discuss how the landscape of the American tax system could

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