Videos and downloads

Downloadable resources

2026 Key Numbers
2026 Key Numbers which contains the 2026 and 2025 tax rates, schedules, and limits.
Energy Intelligence Brief
A planning guide to compensation, equity, benefits, and retirement decisions for professionals inside large energy organizations.
Proactive Tax Planning Timeline
Most tax outcomes are decided long before april. The question is whether you’re shaping them or repeating them.
10 Smart Ways to Maximize Your Charitable Impact
10 ways to maximize your charitable giving before year-end deadlines
Where Tax Complexity Emerges
Why Compensation and Tax Decisions Deserve Ongoing Coordination
The Retirement 5-Year Window
Positioning your Final Working Years with Intention
Start Strong: Your 2026 Planning Guide
This guide offers a simple way to look across your financial life and identify where planning attention may be helpful in the year ahead. It’s not a to-do list, but a high-level review of what’s working and where a closer look could add value.