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Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit

High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
by John Siegel, CFP®, EA
November 25, 2025
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How Restricted Stock Works & What You Should Consider for Your Financial Plan

by Nick Johnson, CFA®, CFP®
March 13, 2025

Benefits of Filing a Tax Extension for High-Income Earners

by Leah Cessna, CPA
March 13, 2025

Understanding the FBAR: Foreign Asset Reporting & Tax Penalties

by Leah Cessna, CPA
March 13, 2025

Can My Unused Vacation Time Affect My Retirement?

by John Siegel, CFP®, EA
March 13, 2025

What You Need to Know About Employee Stock Purchase Plans

by John Siegel, CFP®, EA
March 13, 2025

End Of Year Financial Planning Checklist for Shell Professionals

by Brandon Young, CFP®
March 12, 2025

Broker Dealer vs RIA: Types of Financial Advisors & Which is Right for You

by Nick Johnson, CFA®, CFP®
March 12, 2025

Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP

by Sarah Sikorski, CPA, CFP®
March 04, 2025

BP 401(K) Spillover Consequences: What Happens if You Over Contribute?

by John Siegel, CFP®, EA
February 13, 2025

How to Use a Health Savings Account (HSA) in Your Retirement Savings Strategy

by Alexis Long, MBA, CFP®
February 13, 2025

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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057