Tax Strategies
May 1, 2024
By Bradley Miller Our goal of caring for our clients and delivering value drives us to work hard to understand their financial dreams and what concerns […]
February 1, 2024
By Chris Daunhauer Benjamin Franklin told a friend in a letter that there’s nothing really certain in life except “death and taxes.” Franklin’s famous claim has […]
September 1, 2023
By Christopher Daunhauer I’ve had several clients in the past year mention in passing that they would enjoy giving significant amounts to their children or grandchildren […]
June 1, 2022
By Tanner Doudna In 2017, the standard deduction was significantly increased in an effort to simplify taxes. With the standard deduction being as high as it […]
June 1, 2021
By Tanner Doudna I am a big fan of Roth conversions. Not only do you control the rate at which you pay income tax, but once […]
January 29, 2020
By Chris Daunhauer TrustWell’s clients who are subject to RMD rules are increasingly using qualified charitable distributions (QCDs) to make annual charitable gifts directly from their […]
May 1, 2019
By Chris Daunhauer TrustWell’s clients know that we think giving to worthwhile charities is one of the best things they can do with their money and […]
March 1, 2019
By Tanner Doudna Roth conversions can be a powerful tool in the right financial situation as a way to increase someone’s net worth in the long-run. […]