Tax Planning Insights, Market Perspectives, and Financial Planning Resources
Tax Planning Insights

Tax season is right around the corner and I know how tricky it can be to manage such a daunting task on top of your other responsibilities. To help speed things along, this checklist will help you organize the documents you need to file your return.
Market Perspectives

Recent AI efficiency breakthroughs, such as DeepSeek’s ability to cut AI model costs by up to 97%, could significantly reshape the technology sector and broader markets. While technological innovations historically lead to increased adoption rather than reduced demand, the concentration of tech stocks in portfolios raises concerns about diversification. Despite short-term volatility, maintaining a well-balanced, long-term investment approach remains crucial for financial stability.
Financial Planning Resources

What Issues Should I Consider When Owning A Rental Property?
Many people like rental income because it seems passive and simple, until it isn’t so passive … or simple!
Using this checklist, you will understand the challenges and nuances that exist with owning a rental property. Whether it’s landlord responsibilities and managing risk, or investment and tax/estate concerns.
This checklist covers some key issues a client must consider when owning a rental property, such as:
- The extent of responsibilities a landlord may be subject to.
- The increased and varied risks of owning a rental property.
- The multitude of tax factors that come into play when owning a rental property.
- The impact owning a rental property may have on their estate.