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Hana’s mom is 92. Mom’s husband is 74, and after years of trying to help a family member, nearly a million dollars is gone. How do they stop the bleeding before it’s too late, and how much can they spend each year from what’s left?...
Pure’s Director of Tax, Amanda Cook, CFP®, CPA, Esq, walks you through the tax-saving opportunities available to you. Learn strategies that can make a meaningful difference come tax time. Outline 00:00 Intro 00:43 Important deadlines 2:02 Tax terms 5:48 One Big Beautiful Bill Act (OBBBA) 9:32 Standard Deductions 12:20 Tax bracket example 12:45 Q&A Can you […]
Are you prepared with your year-end financial checklist to make the most of the new tax laws as 2025 comes to a close? Pure’s Director of Tax, Amanda Cook, CPA, CFP®, shares key updates and practical tips to help you stay ahead in your 2026 tax planning. Transcript It’s hard to believe that 2025 is […]
On July 4, 2025, Congress passed H.R. 1 known as the One Big Beautiful Bill Act (OBBBA) introducing extensive tax changes that impact taxpayers. Learn what these changes mean for you and how they could impact your financial future. In this guide, you will learn about: New deductions New Trump accounts Other new rules And […]
As 2025 draws to a close, it’s the perfect time to start preparing for tax season. Too often, people reach April 15th only to face an unexpected tax bill or realize they missed opportunities to save. Pure’s Tax Planner, Frank Haney, CPA, shares smart year-end strategies designed to help you minimize your tax liability and […]
Pure’s Tax Planner, Juliana Fulop, breaks down how the One Big Beautiful Bill Act could impact your taxes and what steps you can take now to prepare. She also shares key insights to help you make informed financial decisions before year-end. Transcript Big changes may be coming to your federal tax return starting in the […]
Are you curious about how the One Big Beautiful Bill Act may affect the taxes on your Social Security benefits? Pure Senior Financial Advisor, Amy Cattelino, CFP®, AIF®, breaks down the recent changes and explains what they could mean for you. Transcript There’s a lot of information out recently about Social Security and the recent […]
One Big Beautiful Bill is now law. How does it impact your Roth conversion strategies and other financial decisions? Plus, you may have seen or heard other advisors talking about their strategies for getting your retirement savings into tax-free Roth accounts. How are these different...
