Planning around taxes is paramount. We use prior years as a guide to design a forward-thinking tax-efficient strategy and use this to optimize your portfolio as well as year-to-year tax minimization techniques. Taxes impact everything: from retirement plans, to gifting and estate planning, to equity and deferred compensation. Together with your CPA, we generate and vet ideas that balance immediate and long-term benefits for you and your family.
2024 Election Investment Guide: Lessons from History and Staying the Course
As the contentious 2024 election between Kamala Harris and Donald Trump nears its conclusion, many investors…
Hurricane Helene: Relief Efforts, Financial Support and Property Damage
As we cope with the aftermath of Hurricane Helene, Verum Partners wants to offer our expertise…
Retirement Withdrawal Strategies
There comes a time when investors transition from the accumulation phase of building up assets to…