Blog

The 2023 tax season is officially underway. To help our clients plan, we’ve updated our annual Quick Tax Guide with this year’s changes for income brackets, gift taxes, deductions, retirement…

We recently hosted Paige Robinson and Lexsis Baxter from Fidelity Charitable® for an insightful event on tax-advantageous strategies for charitable giving. With year-end approaching and many clients thinking about gifting,…

We recently hosted Michael Townsend, the managing director of Legislative and Regulatory Affairs at Charles Schwab & Co. and the host of the WashingtonWise Investor podcast, for an investor-focused midterm…

We were excited to host Karmen Berentsen, owner and CEO of A-Line Boutique, for our August 2022 virtual event. Berentsen, a self-described “serial entrepreneur,” is the owner and CEO of…

We recently hosted an “Investing in Your Travel” event with Leah Smith, co-founder and president of Denver-based Tafari Travel. Leah and her team have their fingers on the pulse of…

For our May 2022 Obermeyer Wood Virtual Event, we were honored to host our clients and friends for an “Investing Lessons from Omaha” conversation with members of our executive committee….

Obermeyer Wood’s Dollars and Sense Podcast – Episode Six In this episode, we talk about the different options we have when it comes to financing a college degree and take…

For our March 2022 Obermeyer Wood Virtual Event, we were grateful to host a cybersecurity workshop and panel discussion led by Charlton Rugg, Chief Compliance, Legal, and Technology Officer at…

With 2022 tax planning underway, we have put together a one-sheet guide to help you plan income, gifting, and capital gains strategies throughout the year. The information on the helpful…

Obermeyer Wood’s Dollars and Sense Podcast – Episode Five In this episode, we talk about the importance of a credit score and how we can use financial products, such as…