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Estate planning

A closer look at the current estate and gifting tax rules

Year-end planning checklist

Ten income and estate tax planning strategies

Understanding charitable giving strategies

Business succession planning

Asset protection checklist

Asset Protection – Basic principles and strategies for safeguarding your wealth

Donating IRA assets to a charity

Retirement planning

Distribution planning under the SECURE Act

Converting a traditional IRA to a Roth IRA

Donating IRA assets to a charity

In-service, non-hardship withdrawals

Three key things to understand about Medicare

Five things you need to know about optimizing Social Security

SECURE 2.0 – Key provisions & planning considerations

What you need to know about required IRA withdrawals

Retirement plan options for business owners

Tax planning

The One Big Beautiful Bill Act Overview and planning considerations

Ten income and estate tax planning strategies

Tax diversification worksheet

Year-end planning checklist

Understanding the NUA Rule

Using investment losses to your advantage

Looking ahead to the expiration of the Tax Cuts and Jobs Act (TCJA)

10 Roth IRA strategies to hedge the risk of higher taxes

Converting a traditional IRA to a Roth IRA

2025 tax rates, schedules, and contribution limits

Important age milestones for financial planning

Three ways to offset income from a Roth conversion

Apply a net operating loss to a Roth IRA conversion

Education planning

Early college planning for a growing family

Four-year action plan to prepare for college

Wealth planning insights

A weekly blog authored by Bill Cass, Director of Wealth Planning, CFP®, CPWA®. The blog covers timely topics around financial planning to share with clients.