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tax planning

Income Tax Bill Update

September 24, 2021

Paul and Ira discuss specifics of the income tax bill that is moving through committees this week and how tax law is used to incentivize

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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 government programs. Today, Paul talks about why Biden’s inheritance tax proposal

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Taxes in Retirement

July 22, 2021

This guide explains the basics of our tax system and the different kinds of taxes you might pay in retirement. Get a personalized financial plan

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‘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 it true? Paul gives his answer in this podcast episode. Get

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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 tax for some Americans. Paul and the team help explain how

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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 listener is concerned that this could hurt stock prices. Today, Paul

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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. This change also affects the date to file for State Taxes

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What Ministers Should Know When Filing Taxes

January 18, 2021

Tax planning can feel complicated for the average person. Ministers have some unique opportunities they can take advantage of when filing, if they know what

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