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Your 2023 Year-End Tax Reminders
September, 21 2023 Carolyn Yun, CPA, CFP®

As the end of the year nears, it becomes the time when we revisit year-end tax planning with clients. Some key tax strategies must be implemented...

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New Reporting Obligations Under the Corporate Transparency Act
August, 15 2023 Carolyn Yun, CPA, CFP®

The Corporate Transparency Act (the "CTA") takes effect on January 1, 2024, and imposes federal reporting requirements for certain legal entities,...

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The Rise in Popularity of the Spousal Lifetime Access Trust (SLAT)
July, 13 2023 Carolyn Yun, CPA, CFP®

Since the introduction of a higher gift and estate lifetime exemption amount starting after 2017, the game of tax planning for most clients has...

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The Changing Tax Landscape: A Detailed Planning Guide for 2023-2025
June, 15 2023 Carolyn Yun, CPA, CFP®

Effective financial planning requires staying up-to-date with the ever-changing tax landscape. As we look ahead to 2023, 2024, and 2025, several...

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AI: Thoughts on Societal and Investment Implications
May, 17 2023 Hollow Brook Team

Recent improvements to large language models (LLMs) have made dramatic improvements to the practical applications of AI. The most popular utilization...

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Countdown to Tax Day: Tax Tips for 2023
April, 13 2023 Carolyn Yun, CPA, CFP®

As the April 18 federal tax filing and payment deadline approaches, it may be helpful to review all the items you need to stay on top of before tax...

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Protecting Your Money From a Bank Collapse
March, 15 2023 Carolyn Yun, CPA, CFP®

By now, anyone following the news has heard about the collapse of Silicon Valley Bank (SVB) and the ensuing bank crisis that we are watching play...

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Hollow Brook Q4 Roundup Background
Hollow Brook's Quarterly Roundup 4Q 2022
March, 7 2023 Hollow Brook Team

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How to Protect Yourself From Financial Scams
February, 15 2023 Carolyn Yun, CPA, CFP®

Scammers are working around the clock to come up with a variety of creative ways to steal your personal information and money. To protect your assets...

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How the SECURE Act 2.0 Legislation Affects You
January, 17 2023 Carolyn Yun, CPA, CFP®

Just before year end, the US House of Representatives passed the Consolidated Appropriations Act of 2023, an omnibus spending bill authorizing...

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Hollow Brook Wealth Management LLC
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