by Bement Staff | Oct 7, 2025 | Strategy, Tax Tips
College costs are rising fast, and families are looking for smarter ways to pay for education without draining their savings. With the right education tax planning, you could save tens of thousands of dollars over time. But where do you start? Which strategies make...
by Bement Staff | Oct 2, 2025 | Strategy
When most people ask an accountant how to save money on taxes, they usually get one of two answers: “There’s not much you can do.” This is what W-2 employees are often told. “Just buy more for your business.” This is the advice many business owners hear. The first...
by Bement Staff | Oct 1, 2025 | Strategy
Equity compensation can be one of the biggest wealth builders of your career. But it can also come with a big problem: taxes. If you have stock options, RSUs, or equity grants, you might already know how quickly they can become a major part of your portfolio. Maybe...
by Bement Staff | Sep 30, 2025 | Strategy, Tax Tips
Recently, I have had several conversations with clients who were frustrated by two issues: owing money on their tax return and being penalized. And the only thing worse than a surprise tax bill is a surprise penalty. That is where quarterly estimated tax payments come...
by Bement Staff | Sep 29, 2025 | Strategy
Did you know that when John D. Rockefeller and Andrew Carnegie were nearing the end of their lives, they competed to see who could give away more of their fortune? At the time, Rockefeller’s net worth in 1937 was $1.4 billion. That was about 1.5 percent of the entire...
