by Shiree Hirsch | Apr 19, 2026 | Advanced Wealth Strategies
If you owe taxes and decide to delay full payment, the IRS applies two main charges that can significantly increase the amount you ultimately pay. These costs begin after the original due date of your 2025 tax return, April 15, 2026, even if you file for an extension....
by Shiree Hirsch | Mar 15, 2026 | Advanced Wealth Strategies
How New Tax Rules Affect Your Savings: A White Paper on Charitable Giving Efficiency Under the One Big Beautiful Bill Act Executive Summary Donating long-term appreciated securities remains one of the most tax-efficient charitable strategies in 2026. You can still...
by Shiree Hirsch | Feb 16, 2026 | Advanced Wealth Strategies
Executive Summary Large equity concentration — whether from company stock, founder shares, or a single high-performing holding — remains one of the most common and costly risks facing high-net-worth investors in 2026. While concentrated positions have fueled...
by Shiree Hirsch | Jan 16, 2026 | Advanced Wealth Strategies
In 2024, Americans donated a remarkable $592.5 billion to charitable organizations — a figure that does not include informal gifts to family and friends. Charitable giving remains a vital part of both our economy and personal financial strategies. People give for many...
by Shiree Hirsch | Dec 15, 2025 | Advanced Wealth Strategies
At Nicollet Investment Management, Inc., we perform a comprehensive review of twelve key elements from your tax return to identify meaningful tax planning opportunities. Our Tax Analysis Summary delivers clear insights and actionable recommendations, empowering you to...
by Shiree Hirsch | Nov 16, 2025 | Advanced Wealth Strategies
For families of significant wealth, the fixed-income portion of the portfolio is far more than “safe money.” It serves as the family liquidity engine — a reliable, professionally managed resource that provides predictable cash flow to support lifestyle needs,...
