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Insights from Councilor, Prepared for You

From tactical tips to the latest legislature, the Councilor blog is a collection of insights that helps you keep your finances ahead of the curve.

Featured Content

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The Next Evolution of Our Firm

Built on more than a century of trusted relationships, the firm’s new identity reflects its expanded expertise and integrated approach. The transition also brings May Barnhard Investments under the Councilor name as Councilor Wealth.

June 19, 2026

Latest Insights

Timely perspectives, practical guidance, and updates on the issues shaping your financial future.

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The Nonpartisan 501(c)(3)

501(c)(3) organizations must remain nonpartisan to protect tax-exempt status and avoid campaign activity risks.

October 23, 2024

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Ease the Financial Pain of Natural Disasters with Tax Relief

Tax relief may help families and businesses recover financially after natural disasters and casualty losses.

October 16, 2024

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The Impact of Significant Life Transitions on Tax Planning (Part II) 

Life transitions like selling a home, starting a business, or retiring can reshape tax planning opportunities.

September 23, 2024

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The Importance of Estate Planning Valuations

Estate planning valuations help ensure fair asset distribution, tax clarity, and fewer disputes among heirs.

September 5, 2024

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Navigating Business Valuation in Estate and Gift Taxation

Business valuations support estate and gift tax planning with fair market value, documentation, and defensible reporting.

September 5, 2024

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The Stock Market vs The Economy

The stock market and the economy are connected, but they do not always move together.

September 3, 2024

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