Category: tax planning
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Brace for Change: Navigating the 2025 Tax Law Sunset and Its Impact on Your Wealth
What You Will Learn: The looming 2025 expiration of the Tax Cuts and Jobs Act (TCJA) could significantly alter the tax benefits many taxpayers currently...
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Top Four Tax Pitfalls High-Income Earners Should Avoid
Everyone dreams of financial success that will allow them to thrive now and in the future. And, as your financial success continues to grow, so...
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Catching Up With Kelly Stanley
There’s been a change or two since Kelly Stanley, CFP®, MBA joined Cogent Strategic Wealth in 2015 as a seasoned wealth advisor. In 2021, she...
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When Should You Take Your Social Security?
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they...
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Video: 3 Ways for High-Income Earners to Pay Less in Taxes
by Michael Evans, Founder & Wealth Manager Cogent Strategic Wealth Are your earnings considerably higher than you’d planned for? Are you selling a thriving business,...
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A Practical Guide for Giving in Abundance, Even When Times Feel Scarce
by Michael Evans, Founder & Wealth Manager Like many of the hard-driving professional families I advise, my wife and I come from an abundance mindset....
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Top 3 Action Items on Your Year-End Financial Checklist
by Michael Evans, Founder & Wealth Manager It’s that time of year again. Yes, warm beverages and pumpkin pie come to mind. But so does...
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Video: 10 Steps to Take Before Selling Your Business
by Michael Evans, Founder & Wealth Manager If you are contemplating selling your business, this is a life-changing decision that benefits from a sound strategy....
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Are You Tipping the Government by Paying Too Much in Taxes?
by Michael Evans, Founder & Wealth Manager If a powerful genie were to grant us one wish related to your financial well-being, I would wish...
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Tax Withholding Choices for Your Restricted Stock Units (RSUs)
Congratulations, you’ve been granted Restricted Stock Units (RSUs) and they are about to vest. This can be an important financial opportunity for you and your...
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12 Bold Financial Moves for the 12 Months in 2022
By Michael Evans, Founder & CEO of Cogent Strategic Wealth Fortune favors the bold, right? As an intrepid entrepreneur, I’ve long embraced this adage. For...
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7 Simple Tips to Magnify Your Charitable Gifts and Make Them Even More Impactful
At Cogent Strategic Wealth, we assist families like yours every day to design, build, and protect plans for achieving all things important in your life....
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