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Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Tax planning with calculator and documents

Tax-Loss Harvesting: Turning Losses into Opportunity

Selling investments at a loss to offset gains can reduce your tax bill—but wash-sale rules apply. We explain how to harvest losses strategically without disrupting your investment strategy.

Roth Conversions: Is Now the Right Time?

Converting traditional IRA dollars to Roth can provide tax-free growth and flexible withdrawals later—but it triggers income tax now. We model the trade-offs across different retirement scenarios.

Charitable Giving Strategies That Save Taxes

Donor-advised funds, qualified charitable distributions, and gifting appreciated securities can amplify your impact while reducing taxes. We help you align generosity with tax efficiency.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Forbes “Best-in-State Wealth Advisors” list, (April, 2026). The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

The 5-Star Financial Planner recognition is based on a nationwide survey, conducted by InvestmentNews, between November 18 and December 13, 2024, to recognize outstanding financial planners in America. The survey sought nominations for financial professionals who exemplify excellence, integrity, and dedication in helping clients achieve their financial goals. Participants were asked to provide detailed information on nominees, including professional credentials, areas of expertise, and significant achievements. Nominations required confirmation from the nominee’s compliance team to ensure authenticity and adherence to ethical standards. The IN team conducted an objective evaluation of each entry, assessing the detailed information provided. This evaluation also involved benchmarking against other submissions to determine the winners. There is no fee to nominate. The award is not indicative of the advisor’s future performance.

AdvisorHub 1,000 Advisors to Watch – 100 Next Gen issued by AdvisorHub on June 12, 2025 for the January 1- June 1, 2025 time period was awarded to Advisors under the age of 45. The financial professional applied for the recognition. Criteria used to determine the winner(s): required to have a minimum seven years of experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; and 3) professionalism. More than 100 people were considered for this honor and 100 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The InvestmentNews Hot List issued by InvestmentNews on December 12, 2023 for the January 1-December 12, 2023 time period recognizes financial advisors, wealth management professionals and executives with at least 10 years of experience in the industry. Eric Boyle was nominated for the recognition. In editorial team evaluates eligible nominees and selects individuals based off of key accomplishments from the past 12 months, such as major milestones, leadership roles, recognitions and active industry involvement. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The 2023 200 Fast Growing Advisors to Watch ranking issued by AdvisorHub on 7/1/2023 for the prior year honors advisors with: at least seven years’ experience, $100m minimum AUM, and a clean regulatory record. The financial professional was nominated for the recognition. Advisors are ranked based on scope of practice measured by assets, production and level of service; growth of practice consisting of year over year growth in assets, households and production; and lastly, professionalism which includes regulatory record, community service and team diversity. More than 200 people were considered for this honor and 200 were selected. No fee was paid for the nomination or receipt of the award; however, $525 was paid for a plaque. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

To qualify for the WealthManagement.com 2019 Thrive Awards list, candidates had to apply online. Applicants needed to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. The Thrive Award honors those applicants that have exhibited revenue growth over the previous three year period, as selected by WealthManagement.com.” “Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Forty Under 40 award issued by Lehigh Valley Business on June 10, 2015 for January – June 2015 was awarded to future leaders of the Lehigh Valley who are under the age of 40. The financial professional was nominated for the recognition. Winners were chosen from those who are achieving success in their careers, employed in the Greater Lehigh Valley area (counties: Berks, Carbon, Lehigh, Lower Monroe, Montgomery, Northampton, upper Bucks or Schuylkill), professional accomplishments, a strong civic commitment to the community and must be 39 years of age or younger by August 31 of the event year. xx people were considered for this honor and xx% were selected. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Future Leader of the Lehigh Valley issued by Lehigh Valley Chamber of Commerce on June 17, 2015 for January – June 2015 was awarded to emerging leaders in the community based on their professional achievements and contributions. The financial professional was nominated for the recognition. Criteria used to determine the winners includes leadership qualities, career achievements, lessons learned and how the individual demonstrates excellence and creativity within the Lehigh Valley. This award is presented to 10 individuals. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.