by Julie Long | Jul 23, 2026 | Financial Planning, General, Tax, Tax Strategy
Municipal bonds are debt obligations issued by public entities such as state and local governments, health systems, universities, and school districts to help finance the building and maintenance of infrastructure projects such as roads, airports, water systems, and...
by Julie Long | Jul 9, 2026 | Capital Gains Tax, General, Investment, Investment Strategies, Long Term Investing, Tax, Tax Strategy
A number of special federal tax benefits are available for investing capital gains in a qualified opportunity fund. These include: (1) the rolling five-year deferral of tax on the capital gains, (2) the partial exclusion of the capital gains from gross income...
by Julie Long | Jun 25, 2026 | Financial Planning, General, Tax, Tax Planning, Tax Strategy
With the tax season a distant memory and summer already here, you have probably stopped thinking about taxes and are busy planning your annual vacation; however, midyear is also a good time for a tax checkup. With time left before 2026 ends, you still have a window...
by Julie Long | Apr 16, 2026 | Financial Planning, Financial Wellness, General, Retirement Planning, Retirement Savings, Tax, Tax Strategy, Wealth Management Strategies
Tax season may be behind you, but don’t stash away your tax return quite yet. It’s full of information that might help you improve your finances or make a difference in next year’s tax picture. Here are four things you could learn from reviewing your...
by Julie Long | Mar 26, 2026 | Economy, Estate, Estate Planning, General, Generational Wealth, Investment, New Tax Laws, News, Retirement, Tax, Tax Laws, Tax Strategy
IntroductionThe Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) was signed into law in December 2010. This law contained dramatic changes to the federal gift and estate tax and the federal generation-skipping...
Best-In-State Wealth Management Teams (2025 & 2026) 