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Our tax system has two critical components that impact the transfer of wealth from one generation to the next: gift tax and estate tax.

As a financial planner or wealth advisor, you know planning the future of the firm is essential for long-term success.

In the current risky environment –with inflation and interest rates on the rise– we are often asked by clients, “How do we manage risk? How will these changes impact our portfolios? Why are these changes happening?" At Centura, we use alternative investments and believe in taking an institutional approach to our asset allocation. In this challenging market, we guide our clients towards alternative investments such as private real estate, private equity and private credit.

For many, real estate investing plays a significant role in achieving personal financial goals—and can be a crucial component of one's long-term financial strategies. This considered, real estate is likely a factor you’ve considered when developing your financial plan. So, how might real estate fit into your financial plan? Let’s discuss.

Donating to charity carries many benefits for taxpayers, such as allowing people to connect with a personal cause and preserve legacy–and it doesn’t hurt that donating to charity can lower your tax bill. If donating to a charity is part of your tax plan, here are a couple of tips so you can maximize your tax-deductible donation before year-end.

During the process of selling a business, owners have many obstacles to navigate: processes, taxes, and, of course, deciding what to do next. In this article, we’ll discuss the different types of taxes a business owner may encounter when selling their business, as well as options for how to invest the proceeds.