Happy 2019 to our clients and friends,The past year was very good to Windward. We are fortunate to work with over 200 client families, to help them preserve capital, develop a plan and save taxes. We believe Windward’s future is bright and in good hands. We want to share several recent Windward … [Read more...]
Windward Passages: State of the Firm Address
Windward Community: Goal Setting
Setting goals is an important aspect of life. It helps you identify what’s truly important to you. It boosts motivation, drives ambition, and gives your life direction. Goal setting gives you something to focus on, a destination to reach, something to aspire towards. When that goal is complete, … [Read more...]
Windward Tax Bulletin: Required Minimum Distributions
What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age … [Read more...]
Windward Community: Meet Our New Tax Manager, Brad!
We are so grateful for our new addition to the team, Brad Harrison! Brad has joined our team to provide income tax planning services and tax return preparation. He will also be helping with securities law compliance. Brad is a KU graduate and a CPA. Brad is a former Windward intern and we are so … [Read more...]
Windward Passages: 2018 Year-End Tax Planning Basics
The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2018 tax year. Timing is everything Consider any opportunities you have to defer income to 2019. For example, … [Read more...]