Are you a business owner trying to figure out the tax issues to optimize them…

On February 9th, 2018, a special edition of the STA Money hour will air where…

Written by Scott A. Bishop The Tax Cuts and Jobs Act, a $1.5 trillion tax…

Happy Anniversary Roth IRA – and Tax Changes to Disallow Recharacterization starting 2018 By Scott…

Many of you made new year’s resolutions to eat healthier, lose weight and be better…

  Tax Cuts and Jobs Act The Tax Cuts and Jobs Act legislation has been…

Leaving Your Legacy:  Business Succession Planning At Avidian Wealth, many of our clients are owners…

This is the season for charitable giving. And this year, it is especially so for…

The Family Limited Partnership: The What, The Why, and The How By Scott A. Bishop,…

  Avidian Wealth Management – Portfolio Stress Test By Scott Bishop, MBA, CPA/PFS, CFP® Executive…

  In a four-week period, the United States was struck by three Category 4 hurricanes….

This article has been updated: To find the most recent article please click here What…

LET'S TALK