Tag: tax planning

Let’s Talk! Around the Horn with Precedent Wealth Partners

10/06/2026

The team looks ahead to the 2026 midterm elections, examining several competitive Senate races and the economic issues shaping voter sentiment. They discuss the growing...

Let’s Talk! Around the Horn with Precedent Wealth Partners

09/22/2026

The team discusses the recent Federal Reserve rate hike and what higher interest rates could mean for both stocks and bonds. While a 10-year Treasury...

Let’s Talk! Around the Horn with Precedent Wealth Partners

01/27/2026

The team outlines a constructive economic outlook for 2026, citing strong corporate profits, steady capital spending, and consumer tailwinds from increased tax refunds. They point...

Let’s Talk! Around the Horn with Precedent Wealth Partners

12/29/2025

The Precedent Investment Committee frames the discussion as a year-end report card on markets, inflation, and investment decisions. Inflation lingered longer than many forecasts suggested,...

Let’s Talk! Around the Horn with Precedent Wealth Partners

11/12/2025

In a roundtable discussion on November 6, 2025, the Precedent team observes a combination of positive and cautionary signals in the current market environment. The...

Let’s Talk! One Big Beautiful Bill, Part 2

07/21/2025

In this discussion, Grant Williams, CFP and Harold Williams, CFP, CPA take a deep dive into three individual tax returns for hypothetical clients at various income...

Let’s Talk! One Big Beautiful Bill, Part 1

The Precedent Wealth Planning Committee conducted an extensive discussion of the recently enacted “One Big Beautiful Bill”. This law made significant changes which impact how you’ll...

Stop Overpaying Taxes and Keep More of Your Retirement Money

10/28/2024

As Benjamin Franklin once said: “In this world, nothing can be said to be certain, except death and taxes.” When you’re nearing retirement or already...