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Tax Planning for Executive Compensation

Tax planning for executive compensation doesn’t have to be confusing. Watch our webinar: Tax Planning for Executive Compensation with Carson’s Director, Tax Planning Mike Valenti and Wealth Planner Michael Gruidel, now available on-demand. 

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What Documents You Should Provide to Your Tax Preparer

Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “ …

The Designer’s Creative Studio with Theron Skees, Episode #117

Theron Skees is a highly adaptive, solution-oriented creative executive with 30 years of experience assembling and leading multi-disciplined teams for both domestic and international projects in the Themed Entertainment Industry. Theron is a veteran of Walt Disney Imagineering and he has le …

Market Commentary: New Market Highs are Possible in 2023

Stocks sold off early in the week on disappointing retail sales and industrial production numbers, but they staged a nice bounce on Friday to close out the week. Although some recent data has been disappointing, inflation data continues to show fast improvement, with producer-level inflatio …

New Year Tax Time Prep

Now that 2022 is in the rearview mirror it is time to start getting your things organized to have your taxes completed.  Being organized throughout the year could make this an easier task to accomplish, but if you have not prepared in advance it can be done.  You may want to also use what y …

2023 Market Outlook

Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in 2023. Contact us to speak with a financial advisor.

The 10 Disciplines with Rob Dube, Episode #116

Today’s guest is Rob Dube, the co-founder, owner, and Board Chair of imageOne and the Visionary/CEO of The 10 Disciplines for Managing and Maximizing Your Energy. Rob started his first business in high school selling Blow Pops out of his locker. In 1991, he founded imageOne with his best fr …

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