Taxes Article
What Is Tax Diversification?
Martin James, CPA, PFS and Dean Barber review the three tax buckets and discuss strategies to create tax diversification.
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Taxes Article
Charitable Giving in Retirement
As the end of the year approaches, many individuals make charitable donations to the charitable organizations they care about. Most charitable giving is for reasons other than the tax benefit. However, tax benefits are an important consideration that can help offset the cost of the donation.
Taxes Article
2025 Tax Brackets: IRS Makes Inflation Adjustments
The IRS announced inflation adjustments for the 2025 tax year. Let's review the 2025 tax brackets and planning opportunities prior to 2026.
The Guided Retirement Show
Taxes Podcast
Tax Planning Tips with Corey Hulstein, CPA and Marty James, CPA, PFS
Episode 112 | Modern Wealth Management Director of Tax Corey Hulstein, CPA and Modern Wealth Management Managing Director Marty James, CPA, PFS
How can you pay less taxes over your lifetime? That’s a question everyone wants to know the answer to, but there isn’t a one-size-fits-all answer. Everyone’s financial situation is different. Along with explaining the importance of having a forward-looking tax plan as a part of your personalized financial plan, Corey Hulstein, CPA and Marty James, CPS, PFS joined Dean Barber on The Guided Retirement Show to share some tax planning tips.
Investments Podcast
How Does a 401(k) Work with Michelle Cannan, CPFA™, QKA®, QKC
Episode 110 | Michelle Cannan | Modern Wealth Management Managing Director and Head of Company Retirement Plan Services
As Modern Wealth Management continues to grow, one of the additions we’re very excited about is our office in Rochester, New York. Our Rochester-based team members specialize in 401(k) plans, which are typically people’s largest asset as they head into retirement. So, we figured it would be good idea to have Michelle Cannan, CPFA™, QKA®, QKC, our head of company retirement plan services and managing director of our Rochester office, join Dean Barber on The Guided Retirement Show to discuss how a 401(k) plan works and many other nuances about 401(k)s.
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Tax Reduction Strategies
Here’s a list of a few tax strategies to consider that could improve your overall tax structure during your retirement years and for your beneficiaries inheriting your estate.
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Video
Year-End Tax Planning for 2023
Managing Directors Dean Barber and Marty James, CPA discuss some key things to keep in mind while doing year-end tax planning for 2023.
Video
The Lifetime Learning Credit vs. the American Opportunity Tax Credit
Given the complexity of the tax code and how often it changes, the education never stops for our Director of Tax Corey Hulstein, CPA. He continuously studies the tax code to help our clients and prospective clients make informed decisions when it comes to tax planning. Today, Corey is going to educate us about tax credits for qualified tuition and related costs for eligible students on the Modern Wealth Management Educational Series. Let’s learn about the Lifetime Learning Credit and how it compares and contrasts to the American Opportunity Tax Credit.
Video
Roth Conversion Decisions for 2023
Matt Kasper reviews Roth conversion decisions for 2023 in a case study on the Modern Wealth Management Educational Series.