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What is a GRAT?

May 11, 2024

Acronyms can make different financial products sound intimidating. Quorum’s Mike Barry explains what a Grantor Retained Annuity Trust is, how it works, and why you might want to establish one.

Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Quorum Private Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC

Investment accounts: Do you have a tax strategy?

August 17, 2026

There's more to diversification than asset classes. We also want to consider the type of accounts you keep your assets in. This can lead to tax benefits.

There’s more to diversification than asset classes. We also want to consider the type of accounts you keep your assets in. This can lead to tax benefits.

Tax location: Why the where matters

July 15, 2026

Prudent investors should consider not only what they're invested in, but the type of account those investments live in.

Prudent investors should consider not just what they’re invested in, but which accounts those investments live in.

The Quorum guide to 1031 Exchanges

June 5, 2026

1031 exchanges can help real estate investors delay capital gains tax, but they require you to plan ahead. Here's how we approach 1031 exchanges at Quorum.

1031 Exchanges can help real estate investors delay capital gains tax, but they require you to plan ahead. Here’s how we approach 1031 Exchanges at Quorum.

How to navigate taxes on a ‘big money event’

April 30, 2025

The goal of financial planning is to build and optimize wealth. Too often, we see people worry about their financial wins, like selling a business or cashing out of a

Too often, we see people worry about their financial wins because of the tax implications. Here are a few ways to manage that risk.

How contingent fee attorneys can lower their taxes

November 17, 2024

Contingent fee attorneys fight hard for their clients, who are often victims of horrible accidents or other tragedies. But when it comes to paying taxes on those contingent fees, however,

Contingent fee attorneys tend to become casualties of the progressive tax system. But they don’t have to be. We talk tax planning for contingent fee attorneys.

Mega backdoor Roths, explained

November 17, 2024

For those with excess discretionary income and a flexible workplace retirement plan, there may be a way to nearly triple 401(k) contributions and enjoy the future tax savings of a

In this article, we’ll go over who qualifies for a mega backdoor Roth, how they work, and how they might fit into a holistic financial plan.

Deferring taxes using 1031 exchanges

May 14, 2024

Section 1031 allows real estate investors to defer potentical capital gains taxes on real estate investments. We dig into the details with a panel of experts.

Tax planning at Quorum Private Wealth

December 19, 2023

Good tax planning often takes multiple people. That’s part of what makes our approach to tax planning at Quorum unique. Sue Mazzetti explains.

Tax preparation vs. Tax planning

December 19, 2023

While tax preparation deals with the logistics of filing your tax returns, tax planning is helps you optimize your taxes both now and in the future.

Make the most out of your charitable contributions

December 18, 2023

Donating to charity is about helping organizations and causes you care about. But that doesn’t mean you can’t maximize the gift and help your own finances in the process.

Insights

What is a GRAT?

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