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  • The nestology® process
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren H. Michelotti
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance
    • Investments
    • Wealthnest Media
  • Get Started
  • Client Logins
    • AccountView
    • SmartVault Login

Tag Archive

Below you'll find a list of all posts that have been tagged as “Tax Planning”

tax tips and planning Chandler Arizona

2025 Tax Filing: The Overlooked Gems in the “One Big Beautiful Bill”

If you feel like the tax code just did a collective pivot, you are not wrong.  With the passage of …

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big beautiful billdeductionsTax Planningtax tipstaxes
bitcoin and gold financial planning

The CLARITY Act: Growing Pains or Crypto’s “Grown-Up” Era?

What’s the Big Deal with CLARITY? Right now, the biggest headache for the industry is “regulation by enforcement.”  Basically, companies …

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cryptocrypto planningFinancial Planningretirement planningTax Planning
retirement planning and taxes Chandler arizona

The Case for Aggressive Rate Cuts: Easing the Burden of Debt Service

The national deficit and debt service percentage are critical economic indicators that offer insights into a country’s fiscal health. As …

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debtFinancial Planningretirement planningTax Planning
tax law changes in 2026 the big beautiful bill

Key Tax Updates for 2026

Increased Standard Deduction One major change is the adjustment to the standard deduction.  For tax year 2026, the standard deduction …

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BBBcapital gainstaxTax AdviceTax Planningtax rates
HSA's in Chandler Arizona

The Mighty HSA

A Health Savings Account (HSA) is a straightforward and powerful tool designed to help you save for medical expenses while …

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HSAHSA'sRetirementretirement planningtaxTax Planningtax planning and financial planning
taxes and financial planning arizona

Year-End Tax and Financial Planning: Simple Steps to Save Before December 31st

As the year draws to a close, now is the perfect time to take control of your financial future. Whether …

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401k planningFinancial PlanningTax AdviceTax Planningtax planning and financial planning
TCJA sunsetting tax laws

Tax Planning Before 2026: What Business Owners and High Earners Should Know About the TCJA Expiration

Key Tax Cuts May Be Sunsetting — Here’s How to Plan Before They Do If you’re a high-income earner or …

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estate planningFinancial Planningretirement planningTax Planningtaxes
small business tax planning Chandler Arizona

Selling Your Small Business? Don’t Overlook These Tax and Retirement Considerations

A Strategic Exit Isn’t Just About the Sale Price — It’s About What You Keep and What Comes Next. Selling …

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ESPP ATTACK PLANFinancial Planninginsuranceretirement planningTax Planningtaxes
small business owner and retirement

Navigating the Unique Financial Challenges of Being an Entrepreneur or Business Owner

Why Traditional Financial Advice Doesn’t Always Fit — And What to Do Instead When you’re an entrepreneur or small business …

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business ownerentrepreneurFinancial Planningretirement planningTax Planning

Keep More of What You Earn: How Effective Financial Planning Helps Reduce Your Tax Burden

Let’s be honest — taxes are one of the few guarantees in life, but overpaying doesn’t have to be. Whether …

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Financial Planningretirement planningRetirement Planning/Life StagesTax Planningtaxes
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