Trusts: Top Ten Reasons Why

Trusts: Top Ten Reasons Why Just like school subjects get more complex as you age; so too, does managing your finances. Sure, you may have established a standard will and healthcare directive early in your financial life. Those, however, may not address the more complex needs you have as you age...

Tax Considerations of a Second Home

Tax Considerations of a Second Home Based on a survey done by Statista in the fall of 2018, almost 15% of Americans surveyed said yes when asked if they owned a second home[1].  This likely comes as no surprise to those of us that live in cabin country and among snowbirds who flock to somewhere warmer...

A Brief History of U.S. Taxes

A Brief History of U.S. Taxes Taxes are one of the most discussed items here at White Oaks. We spend time strategizing with clients for upcoming years and identifying ways that we can make sure we are helping our clients achieve their tax goals. Have you ever wondered, though, how this all came to...

Laura Nickolay Featured in Advisory Magazine

Laura Nickolay Featured in Advisory Magazine Financial Advisor Magazine White Oaks is pleased to announce that Laura Nickolay, CPA, CFP® is featured in Financial Advisor magazine. In the article, she shares insight into tax strategy and charitable giving. Through the course of the year, Laura recommends actively...

Once I have filed my taxes… now what?

Once I have filed my taxes… now what? Many people experience a mix of uncertainty and dread, maybe even excitement, each spring as they compile their tax information and patiently wait for their tax preparer to finalize their tax returns.  Will I get a refund?  How much am I going to owe?  Did I remember...