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As a result of massive changes in tax laws in 2018, 99.9 percent of Americans don’t need to worry about estate taxes. Since most states have done away with inheritance taxes, the tax-efficient [...]

With the first half of the year behind us, we wanted to stop and take stock of how the markets and the economy have fared through the first two quarters of 2017. So far this year, the U.S. [...]

During May, we often hear the phrase in the media, “Sell in May and Go Away,” encouraging individuals to sell off stocks in their portfolios and move assets to fixed income in May to then [...]

During tax season, many people patiently await their tax refund so they can pocket extra cash. However, it’s crucial to remember that a tax refund is part of your earned income that has been [...]

Nancy Mann Jackson of DailyWorth includes Joe Heider, president of Cirrus Wealth Management, in an article about how Trump’s tax policies will impact small business owners. “Small businesses [...]

Joe Heider, president of Cirrus Wealth Management, is included in Debbie Carlson’s US News & World Report article about year-end planning. “Most people aren’t maxing out 401(k) contributions. [...]

Jeff Reeves of USA Today includes Joe Heider, president of Cirrus Wealth Management, in an article about tax advantages for affluent individuals. “Our tax system favors the ultra-rich who aren’t [...]

Joe Heider, president of Cirrus Wealth Management, bylines an article in The Wall Street Journal about tax advantages of self-employed business owners with a SEP IRA, individual 401(k) and solo [...]

Sarah Max of Money magazine includes Joe Heider, president of Cirrus Wealth Management, in an article about smart moves when downsizing your home. “A mortgage is relatively inexpensive money, [...]

Joe Heider, president of Cirrus Wealth Management, is featured in a Wall Street Journal article detailing how he helped a client with dual income streams to be tax efficient while outlining the [...]