Our Resources

Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts and videos, see our latest below.

  • September 20, 2021

    Are You a Smaller, a Baller, or an Aller?

    One of the best ways to mitigate uncertainty around what federal estate taxes will look like in the future is to use today’s exemption amount now, while it’s here. Read on to understand how proposed changes to the tax rules could affect you, and what steps can help put you and your family in the best possible position to weather any changes.

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  • July 16, 2021

    Buckingham Talks: How Higher Taxes May Impact Your Financial Future copy

    Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy.

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  • December 24, 2020

    What You Need to Know About Stimulus 2.0

    ‘Tis the season for stimulus! Questions are swirling about the latest stimulus bill. Buckingham Director of Advanced Planning Jeffrey Levine breaks it down for you.

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  • October 05, 2020

    2020 Year-End Tax Planning

    The end of 2020 presents an opportunity to consider what may be done from an income tax perspective to make the best of a difficult year.

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  • March 26, 2020

    Maximizing Outcomes by Reducing Taxes Over Your Lifetime

    There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize those first three buckets and minimize the last one.

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  • March 08, 2020

    It’s What You Make After Taxes

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  • November 30, 2019

    Dan Goldie Client Letter: December 2020

    In this month’s client letter, Dan addresses the Biden administration’s proposed income and estate tax policy changes and offers possible strategies to mitigate them so you are not scrambling later if new laws are enacted.

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  • September 26, 2018

    What’s a QCD—and Why Taxpayers Need to Know the Answer Now

    Buckingham's Helen Modly weighs in on qualified charitable distributions (QCDs) from retirement accounts.

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  • April 18, 2018

    Shorting's Impact on Tax-Efficiency

    Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds.

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  • March 21, 2018

    Taxes Are Everywhere, But So Are Planning Opportunities

    Wealth Advisor Bill Morgan shares some ways to implement efficient tax strategies as you work your way toward your financial goals.

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  • March 02, 2018

    New Tax Law, More Tax Questions for Financial Advisors

    Buckingham's Bill Morgan and Elliot Dole give Financial Planning magazine a look at the way tax planning fits into our comprehensive approach to wealth management.

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