Taxes, Tactics and Attacks… Join President, CEO and Lead Wealth Advisor Sherri Stephens, and Jill Carr CPA, CFP® Wealth Advisor of Stephens Wealth Management Group. We will discuss our concerns about taxes, tax rates, and there impact on your investments, your net worth, and what you may face along with some potential strategies you may …
Search Results for: taxes
Tax Tips for Business Owners
If you don’t have an employer-sponsored retirement plan, ask us to review options with you. Such plans may help you save on taxes, provide creditor protection, and support your retirement goals. Carefully evaluate your business (entity) structure (i.e., Sole proprietorship, S or C Corp, LLC, etc.) Each structure has different tax consequences and liability protections. …
2025 Tax Planning
Many of you may be aware of the potential tax planning changes on the horizon coming in 2025 to estate-tax rates. Most people are unaware, however, of some of the other tax-cuts that sunset at the end of 2025 if there is no action from Congress and the President to renew them. These tax cuts …
December 2023 Newsletter
2023 Highlights As we bring yet another year to a close, our team collectively reflected on the work we’ve done on behalf of and in partnership with clients in 2023. It has been a year of significant change for some Read More Festival of Trees The SWMG team was eager to participate in …
Tax Concerns and Misconceptions
Financial Advisor, Jill Carr When people hear I am a CPA or that I have worked for the IRS, I usually get questions. Taxes are a universal thing that many people worry about, and few people understand how they work. In this article, I’ll do my best to demystify some common tax concerns and misconceptions. …
Financial and Personal Wellness
Whether you’re someone who diligently sets and follows your New Years’ Resolutions (apparently those types of people do exist) or are looking to play a little catch-up before the holiday hustle, here are some tips on your financial and personal wellness on a high note: Declutter your Mental and Physical Space With the season of …
Estate Planning
Estate Planning Services The main benefit of having a well-prepared estate plan? Quite simply: peace of mind. While many people avoid estate planning for years or even decades because the process is traditionally thought to be emotional, tedious, and time-consuming, we are here to make the process of assembling your estate plan as painless as …
Snowbird Planning
What Will Being a “Snowbird” Look Like For You? Create the freedom to follow your life wherever it leads. Through decades of experience with clients living the snowbird lifestyle, we know there is a lot more to consider than just where to buy a new home Smart Financial Decisions for Snowbirds What are the key considerations you …
Business Planning
Strategic Partner for Your Business We provide small to mid-size business owners with a strong partner, including Certified Exit Planning Advisors, (CEPA®), who not only understand your journey, but also have resources to support your business planning, growth, and eventual transition or exit strategy. How We Support Business Owners Like You Business ownership can be …
Financial Planning
Financial Planning Services Financial planning is the art of turning preparation into possibility Whether you’re saving for retirement, starting a new business, or thinking of buying a second home, we can help you define your life and financial goals and develop a plan that’s as unique as you are. Our Approach to Financial Planning What …