Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Ways Pre-Retirees Can Prepare For Uncertain Social Security Changes” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Tips For Establishing Multiple Revenue Streams In Retirement” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “15 Strategies For Building Tax-Free Retirement Income” published by Forbes.
Read MoreIt’s important that high-net-worth individuals, families and businesses proactively plan for the estate and gift tax sunset coming in 2025. There are strategies we’ll consider to protect your wealth.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Key Factors For Leaders Considering A Matching 401(k) Benefit” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Key Considerations For Business Leaders Seeking Capital” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “18 Strategies For Investors To Minimize Tax Liabilities” published by Forbes.
Read MoreResidential real estate rentals can be a great investment provided you understand all the tax implications.
Read MoreAs an employer-sponsored retirement plan, a Roth 401(k) has some great advantages. To know whether or not it’s a good idea to have a Roth 401(k) plan, you’ll want to understand exactly how it’s best used.
Read MoreGiving a portion of your wealth to your favorite philanthropy is a win-win situation. You support work important to you, increasing your portfolio’s tax efficiency at the same time.
Read MoreInherent in every financial recommendation we make is tax efficiency. Tax planning has to be part of your financial plan — it’s why we offer both tax planning and preparation for our clients.
Read MoreWealth Advisor Kyle Grabenstetter CFP® was interviewed on WGN Radio’s “Your Money Matters”, where he discussed the child tax credit and answered common questions.
Read MoreWhen it comes to investment management, merely constructing a portfolio is not enough. Having the right mix of securities and understanding each security’s expected return, standard deviation, and correlations to each other is highly important.
Read MoreIf you hold company stock in a 401k, you’ll want to be aware of potential net unrealized appreciation tax benefits. Here we explain the main points to consider.
Read MoreCapstone co-founder Troy Bute was featured in Crain’s Chicago Business to discuss the Build Back Better Act and how it could affect your taxes.
Read MoreThe tax code will more than likely be changing, thanks to the Build Back Better Act. If your income is above the proposed thresholds, proactive tax planning strategies can help improve your overall tax liability.
Read More
The American Rescue Plan expanded limits on both Dependent Care FSAs and the Child and Dependent Care Credit. What’s best for your family depends on your situation. We break down what’s changed and how to maximize your savings in 2021.
Read MoreSenior Wealth Advisor Sandy Higgins, JD, CFP® was quoted in the article, “The 14 States That Won't Tax Your Pension” published by Better Homes & Gardens. In addition to pension income tax, the article talks about other important considerations when deciding on where to move in retirement.
Read More
Incentive Stock Options can be confusing, so we’re here to give you a quick introduction. Understanding their tax implications is important to fully capitalize on their value.
Read MoreCapstone’s 2021 Tax Reference Guide for income earned in 2021 and tax returns filed in 2022 is now available.
Read More