Events and Webinars
In this webinar, Bruce Helmer discusses the importance of filling up your tax buckets, strategies for tax diversification, and why now is the time to start thinking about tax optimization.
2/25/2026
Blog
Maximize your tax refund with IRA and HSA contributions, 2025 tax credits, and smart refund steps. Pay less in taxes for 2025 and keep more money today.
2/17/2026
Blog
Discover how strategic charitable giving can boost your impact and reduce taxes. Explore advanced tools like CRTs, CLTs, DAFs & pooled-income funds to transform your financial future while supporting causes you care about.
9/18/2024
Blog
Discover how a financial advisor can help you minimize taxes and maximize savings. Learn strategies for tax-efficient investing, Roth conversions, charitable giving, and more to boost your financial plan.
2/13/2024
Blog
Learn how to manage capital gains, avoid Medicare premium hikes, and reduce tax liabilities in retirement. Explore smart strategies like phased stock sales and tax planning to protect your income and investments.
4/5/2023
Blog
Not all tax preparers are created equal. Learn what your tax pro might not tell you—from outsourcing and credentials to missed savings opportunities—and how to protect your return.
2/18/2020
Blog
Learn how to gift money to your children for Roth IRA contributions without triggering gift taxes. Discover IRS rules, contribution limits, and smart strategies.
3/7/2017
Blog
Maximize your retirement potential with smart portfolio management. Learn how diversification, active management, cost efficiency, and tax strategies can help Baby Boomers build a sustainable income stream.
10/11/2016