Charitable Giving

By |2022-03-15T21:18:38-08:00February 3rd, 2022||

Learn topics such as: Donating Appreciated Stock Utilize Your IRA for a Qualified Charitable Distribution Consider an Employer Match for Charitable Gifts Donating to organizations such as Churches and other religious organizations American Red Cross, Goodwill, the Salvation Army, and CARE Tax-exempt educational organizations Tax-exempt hospitals and some medical research organizations Government agencies, such as

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Tax Planning

By |2022-03-15T21:20:05-08:00February 3rd, 2022||

Learn topics such as: Tax reduction strategies for high earners Required Minimum Distributions (RMDs) Taxes on Social Security and the Medicare Surtax Taxes on Estates 529s – College Savings Advice for High-Net-Worth Investors Gifting to Your Kids – The Top 4 Strategies High Earners Haven’t Considered Helping kids buy their first home through intrafamily loans

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Retirement Income

By |2022-02-12T13:30:27-08:00February 3rd, 2022||

Learn topics such as: Required Minimum Distributions (RMDs) Taxes on Social Security and the Medicare Surtax Taxes on Estates Deferred Compensation: A Plan for Unlimited Retirement Savings The Backdoor Roth IRA: A Strategy for Tax-Advantaged Savings for High Earners Mega Backdoor Roth 401(k) – Retirement Savings Strategies for High Earners Four Things to Know About

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Market Update

By |2022-02-12T13:39:55-08:00February 3rd, 2022||

Learn topics such as: Reducing duration and interest rate sensitivity in portfolios Is the San Diego residential real estate market bubbly? How to find good deals in the markets in 2022 What are the best investment strategies in 2022? Click here to learn more around this topic.

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Estate Planning

By |2022-02-12T13:40:13-08:00February 3rd, 2022||

Learn topics such as: Building a Lasting Legacy: 6 Ways for Affluent Families to Bullet-Proof their Estate Plan The Letter of Intent: An Estate Planning Must-Have to Care for Your Family Beneficiary Designations: Per Stirpes and Per Capita Estate Planning Basics including Checklists 5 Common Emotional Roadblocks that Could Halt a Successful Estate Plan Click

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Financial Planning Essentials

By |2022-03-15T21:19:07-08:00February 3rd, 2022||

Learn topics such as: Building a Lasting Legacy: 6 Ways for Affluent Families to Bullet-Proof their Estate Plan The Letter of Intent: An Estate Planning Must-Have to Care for Your Family Beneficiary Designations: Per Stirpes and Per Capita Estate Planning Basics including Checklists 5 Common Emotional Roadblocks that Could Halt a Successful Estate Plan Click

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Information for Business Owners

By |2022-03-15T21:18:46-08:00February 3rd, 2022||

Learn more about topics such as Tax Law and Year-End Tax Planning Possible changes to net investment income tax for S-Corps Qualified Small Business Stock exemption reduction Potential limited use of active pass-through business losses Simple tax planning tactics to consider now for current year tax savings including Contributions to qualified plans Deferred invoices Section 179 deduction strategies Maximizing

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Equity Compensation for High Income Earners

By |2022-03-15T21:18:21-08:00February 3rd, 2022||

Learn topics such as: Should I Participate in My Company’s Employee Stock Purchase Plan (ESPP)? What are the pros and cons of ESPP's? What are ESPP's? What are the advantages of ESPP's? Deferred Compensation: A Plan for Unlimited Retirement Savings Getting the Most from your Company's Benefits Package Equity vs. Salary Compensation: Which one is

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Investment advice offered through Stratos Wealth Partners, Ltd. a Registered Investment Advisor. Stratos Wealth Partners, Ltd and Stratos Private Wealth are separate entities. Stratos Private Wealth is a division through which Stratos Wealth Partners, LTD markets it's wealth management services. Stratos Wealth Partners, LTD is a registered investment adviser ("Stratos"). Investment advisory services are offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor located in Beachwood, Ohio. [www.stratoswealthpartners.com]. Stratos Private Wealth offers its financial services through Stratos Wealth Partners, Ltd., ("Stratos"), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the "SEC") located in Beachwood, Ohio. BWM Financial operates as a DBA branch of Stratos Wealth Partners, Ltd. More information regarding Stratos may be found at www.stratoswealthpartners.com. 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