VestPointe of View

Our thoughts regarding issues that impact/interest our clients.

2018 Year End Tax Planning

December is always a good time to evaluate your tax situation and see what you can do to lower your taxes. 2018 brings extensive changes as a result of the large tax overhaul passed by Congress last December.

Here’s a quick recap of some of the more significant changes and some thoughts on how to reduce your tax bill.

One of the biggest items in the tax reform is lower tax rates. In general, but not always, tax rates will be l..

Continue reading

2017 Year End Tax Planning

December is always a good time to evaluate your tax situation and see what you can do to lower your taxes.  This year is no different but with the potential tax reform it is more important than usual. With the recent passage of tax reform bills in the house and the senate, Congress is now working on what the final law will be.  We think it is likely that a tax refo..

Continue reading

Why you should consider a Health Savings Account now

Why you should consider an HSA now

Health Savings Accounts ("HSAs") have been around since 2003; however, based on my observations, these types of accounts are not widely used.  With the focus on health insurance the past few years, now is a good time to consider the use of an HSA.  If you qualify to contribute to an HSA and have the cash flow, they are a really great tax saving and investment vehicle..

Continue reading

Top 10 Wealth Management Ideas for the Successful Entrepreneur

If there is one theme that I see in working with entrepreneur clients, it is their struggle to manage their business while properly structuring their business and financial plans. When I use the term "Wealth Plan," I am not just referring to how you invest your money. As a wealth manager, what I mean by "Wealth Plan" is the integration of the business structure, income taxes, retirement plans, personal investments, insurance and es..

Continue reading

Enewsletters

 

Tell A Friend

 

Company Info

Vestpointe Wealth Management
7373 E. Doubletree Ranch Rd.,
Suite 175
Scottsdale, AZ 85258
Phone: 602-212-1040
Hours of operation:
9:00am-5:00pm Monday-Friday
info@vestpointe.com

By using Vestpointe Wealth Management you agree to our use of cookies to enhance your experience I understand