Skip to content
  • 7700 NE Greenwood Dr, Ste 100, Vancouver, WA 98662
  • (360) 787-7486
maxem-wealth-advisors-logo
  • Who We Are
  • How We Help
    • Our Process
    • Wealth Management
    • Financial Planning
    • Investment & Portfolio Management
    • Insurance Planning
    • Tax Strategies & Planning
    • Retirement Planning
    • Estate & Legacy Planning Strategies
  • Resources
    • Insights & Articles
  • Contact
  • Client Login
    • Client Account Login
    • Goldman Sachs
    • WealthVision
  • Who We Are
  • How We Help
    • Our Process
    • Wealth Management
    • Financial Planning
    • Investment & Portfolio Management
    • Insurance Planning
    • Tax Strategies & Planning
    • Retirement Planning
    • Estate & Legacy Planning Strategies
  • Resources
    • Insights & Articles
  • Contact
  • Client Login
    • Client Account Login
    • Goldman Sachs
    • WealthVision

Category: Strategic Tax Planning

blog-Do-You-Need-to-Pay-Estimated-Tax

Do You Need to Pay Estimated Tax?

September 27, 2024
Read More »
blog-How-To-Reduce-Capital-Gains-Taxes-And-Save-Money

How To Reduce Capital Gains Taxes And Save Money

September 27, 2024
Read More »
blog-Inheriting-IRAs-and-Retirement-Plans

It’s Complicated: Inheriting IRAs and Retirement Plans

September 27, 2024
Read More »
blog-Major-Tax-Changes-Are-Coming-In-2026

Major Tax Changes Are Coming In 2026. Are You Ready?

September 27, 2024
Read More »
blog-Surtax-is-Creeping-Up-On-You

Investors Beware: This Surtax Is Creeping Up on You

September 27, 2024
Read More »
blog-The-Tax-Benefits-of-Your-Retirement-Savings-Plan

The Tax Benefits of Your Retirement Savings Plan

September 27, 2024
Read More »
blog-Transferring-Ownership-of-Appreciated-Stocks-to-Your-Parents-Could-Limit-Your-Tax-Hit

Transferring Ownership of Appreciated Stocks to Your Parents Could Limit Your Tax Hit

September 27, 2024
Read More »
blog-What-the-2024-Tax-Brackets-Mean-for-Your-Money

What the 2024 Tax Brackets Mean for Your Money

September 27, 2024
Read More »

CONTACT US TODAY

Maxem logo

Life’s a journey.  Let’s plan for it.

Maxem Wealth Advisors
7700 NE Greenwood Dr, Ste 100, Vancouver, WA 98662
(360) 787-7486  |  [email protected]

QUICK LINKS

  • Wealth Management
  • Financial Planning
  • Investment & Portfolio Management
  • Insurance Planning
  • Tax Strategies & Planning
  • Retirement Planning
  • Estate & Legacy Planning Strategies
  • Wealth Management
  • Financial Planning
  • Investment & Portfolio Management
  • Insurance Planning
  • Tax Strategies & Planning
  • Retirement Planning
  • Estate & Legacy Planning Strategies

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service  apply.

LPL Financial Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

Any LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Maxem Wealth Advisors is not registered as a broker-dealer or investment advisor.

Scroll Up