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Tax-Loss Harvesting for Next-Gen Investors: A Mindful Approach
Most people hear “harvesting losses” and tune out. It sounds like accountant jargon. But for investors inheriting assets or managing new wealth, it can be as much…
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What Tax Changes Are Coming for Utah in 2025?
Utah’s 2025 Tax Updates at a Glance Lower State Tax Rate: Utah’s individual income tax rate drops to 4.55%. 529 Credit: Contributions made by Dec…
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How to Give Financial Gifts to Grandchildren Before Year-End
Financial Planning / Retirement / Taxes
529 Plans: Funding Education, the Smart Way You can contribute toward a child’s education using a 529 plan. Some families choose to make a larger,…
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*Cottonwood Wealth Strategies does not provide tax or accounting advice. Content is for informational purposes only. Neither the information expressed in this content constitutes…
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Tax Policy Outlook
In a recent fiscal year, a significant $1.7 trillion budget deficit has prompted discussions about US fiscal policy. Suggestions for future measures include spending cuts or potential tax adjustments around 2026.
