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 to videos, see our latest below.
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Investing
September 11, 2023
Buckingham Connects Quarterly Webinar: September 2023
Our thought leaders share their views on recession risks, the impact of higher interest rates and planning opportunities to consider before year-end.
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Retirement
May 18, 2023
Pre-Tax or Roth? Your 401(k) Options Explained
Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).
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Tax Strategies
December 28, 2022
Buckingham Weekly Perspectives | 3 Tax Tips for 2022
Chief Planning Officer Jeffrey Levine shares three tips you can utilize immediately to lower your 2022 tax liability.
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Tax Strategies
November 07, 2022
Top 10 Things to Do Before 2022 is Over
Before you sing Auld Lang Syne and ring in the new year, Buckingham Wealth Advisor Alyssum Malone shares ten financial considerations you may want to take advantage of before the end of the year.
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Charitable Giving
October 18, 2021
Maximize Your Impact: Charitable Giving Strategies
With the giving season nearly upon us, now is an excellent time to revisit your charitable giving plan and the tools you want to employ in it this year.
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Business Ownership
January 02, 2020
How Do I Find a ‘Good’ Accountant?
Tom Bodin poses a few simple questions that can help guide you to a valuable relationship with your accountant.
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Business Ownership
November 21, 2019
What Tasks Should Your Accountant Perform?
Mike McAninch discusses the tasks you might consider delegating to your accountant.
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Business Ownership
October 14, 2019
Coffee Talk: Federal Income Tax Myths and Facts
Practice Integration Advisor, Michael McAninch, addresses some common income tax myths and the importance of getting them right when planning around this time of year.
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Business Ownership
July 17, 2019
Considerations When Running ‘Personal Expenses’ Through Your Practice
As a small business owner, you have opportunities to deduct expenses for income tax purposes that an employee of a larger organization cannot.
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Business Ownership
March 08, 2018
Dental Practice Transitions: Tax Considerations
Buckingham's Mike McAninch examines how the interplay between tax strategy and price allocation can impact practice transitions.
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