by Bryan Wisda, CFP® | Nov 29, 2024 | Advanced Planning, Tax Planning
In the world of investments, few tools are as powerful—and often misunderstood—as the tax code. One such provision, the “wash sale rule,” governs how losses on investments are treated for tax purposes. However, when it comes to cryptocurrency, there is a...
by Bryan Wisda, CFP® | Sep 28, 2024 | Advanced Planning, Tax Planning, Wealth Transfer
With the expiration of the Tax Cuts and Jobs Act (TCJA) set for the end of 2025, significant changes to the tax landscape and 2026 tax brackets could be on the horizon. To effectively prepare, it’s crucial to understand how various tax provisions might shift and what...
by Bryan Wisda, CFP® | Sep 9, 2024 | Advanced Planning, Investment Management, Tax Planning
When it comes to retirement accounts like IRAs, the promise of tax-deferred growth is a central appeal. However, as many investors discover too late, not all investments are well-suited for these tax-advantaged accounts. Master Limited Partnerships (MLPs), while often...
by Bryan Wisda, CFP® | Sep 2, 2024 | Advanced Planning, Tax Planning, Wealth Management, Wealth Transfer
This is a game-changer for married couples residing in Kentucky with assets with significant capital gains. As a certified financial planner, I’m always looking for strategies to help my clients optimize their financial futures. Today, I’m excited to share...
by Bryan Wisda, CFP® | Aug 24, 2024 | Tax Planning
When it comes to tax expertise, an Enrolled Agent (EA) stands at the pinnacle of the tax profession. These highly qualified professionals have earned the distinction of being the only federally licensed tax practitioners who specialize in taxation and have unlimited...
