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What is tax planning?

December 18, 2023

We all know April 15 is Tax Day, but taxes matter all year long. Ideally, your financial advisor and accountant should be constantly looking for opportunities to lower your tax bill. Strategies might include tax-loss harvesting, loss carry forwards, 1031 exchanges, and more.

Learn more at QuorumPW.com.

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.