With a focus on new residents and retirees, Aiken's fiduciary financial advisors seamlessly integrate tax planning, wealth management, and retirement.

Review Cornerstone's end-of-year tax planning strategies and how we optimize tax efficiencies for our clients. Consult with a tax planning advisor near you.

The 2025 tax sunset is a critical event set to occur at the end of 2025 when key provisions of the Tax Cuts and Jobs Act (TCJA) are scheduled to expire. Understanding the implications of this tax reform sunset is vital for individuals, families, and businesses.

Navigating the complex world of state-specific tax laws can be daunting. At Cornerstone Wealth, our expert team, including Director of Tax Services Cindy Meares and Assistant Director Stephen Gaskill, provides comprehensive tax planning and filing services tailored to your unique financial situation, no matter where you reside. Our specialized knowledge of varying state tax regulations allows us to deliver personalized strategies, ensuring compliance and maximizing savings.

When it comes to expansion, understanding business owner tax responsibilities can help you manage risks, payroll, credits, and deductions effectively.