Inherit $100 and Advance to Go!
Category: Financial Planning » Taxes
Before taking action on your inheritance, here are three things to consider.
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
Category: Financial Planning » Taxes
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
Tax Loss Harvesting: Losing to Win?
Category: Financial Planning » Taxes
In the investing world, how can it be possible to win even when you lose? That is precisely what occurs when utilizing a tax loss harvesting strategy. Let's take a look!
Selling Your Business: Tax Implications and Qualified Small Business Stock Opportunities
Category: Financial Planning » Taxes
Selling a business involves numerous considerations, particularly the tax implications for key shareholders. There are potential tax advantages available to business owners and key employees that can help mitigate these costs. Let's take a look.
Two Ideas for Year-End Tax Savings | Financial Perspectives
Category: Financial Planning » Taxes
In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.
How Deep Is Your Bullpen?
Category: Financial Planning » Taxes
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
Financial Planning for Women: Preparing for a Longer Life Expectancy
Category: Financial Planning » Taxes
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
Webinar: Risky Business – Avoiding Common Executive Compensation Pitfalls
Category: Financial Planning » Taxes
There are often complicated timing and tax issues associated with executive benefits — and deadlines you don’t want to miss. Learn how to avoid the top mistakes we see executives make, and how to make the most of your hard-earned money!
A Farming Deduction from an Unexpected Location: The Beach
Category: Financial Planning » Taxes
With farm ground prices near all-time highs, higher borrowing costs, and tight margins, this tax deduction should be considered when purchasing a farm property or inheriting one.
Inherit $100 and Advance to Go!
Category: Financial Planning » Taxes
Before taking action on your inheritance, here are three things to consider.
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
Category: Financial Planning » Taxes
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
Tax Loss Harvesting: Losing to Win?
Category: Financial Planning » Taxes
In the investing world, how can it be possible to win even when you lose? That is precisely what occurs when utilizing a tax loss harvesting strategy. Let's take a look!
Selling Your Business: Tax Implications and Qualified Small Business Stock Opportunities
Category: Financial Planning » Taxes
Selling a business involves numerous considerations, particularly the tax implications for key shareholders. There are potential tax advantages available to business owners and key employees that can help mitigate these costs. Let's take a look.
Two Ideas for Year-End Tax Savings | Financial Perspectives
Category: Financial Planning » Taxes
In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.
How Deep Is Your Bullpen?
Category: Financial Planning » Taxes
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
Financial Planning for Women: Preparing for a Longer Life Expectancy
Category: Financial Planning » Taxes
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
Webinar: Risky Business – Avoiding Common Executive Compensation Pitfalls
Category: Financial Planning » Taxes
There are often complicated timing and tax issues associated with executive benefits — and deadlines you don’t want to miss. Learn how to avoid the top mistakes we see executives make, and how to make the most of your hard-earned money!
A Farming Deduction from an Unexpected Location: The Beach
Category: Financial Planning » Taxes
With farm ground prices near all-time highs, higher borrowing costs, and tight margins, this tax deduction should be considered when purchasing a farm property or inheriting one.
The IRS Punted on 2023
Category: Financial Planning » Taxes
The IRS is allowing some people to skip their Required Minimum Distributions (RMDs) from inherited IRAs. If you inherited an IRA in 2020 or later, you may not need to make a distribution this year. Read for some background.
The Three To-Do’s in the Fourth Quarter
Category: Financial Planning » Taxes
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
Hiking Through the Financial Wilderness
Category: Financial Planning » Taxes
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.