Our Resources

Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Tax Strategies

    December 04, 2023

    2024 Planning Considerations and Strategies for Individual Taxpayers

    Prepare for the upcoming tax season by reviewing 2024 inflation adjustments, important deadlines and opportunities to minimize your tax bill.

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  • Tax Strategies

    November 06, 2023

    Small Steps to Take Before 2024 That May Help Save Big

    Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.

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  • Investing

    September 11, 2023

    Buckingham Connects Quarterly Webinar: September 2023

    Our thought leaders share their views on recession risks, the impact of higher interest rates and planning opportunities to consider before year-end.

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  • Retirement

    May 18, 2023

    Pre-Tax or Roth? Your 401(k) Options Explained

    Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).

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  • Tax Strategies

    December 28, 2022

    Buckingham Weekly Perspectives | 3 Tax Tips for 2022

    Chief Planning Officer Jeffrey Levine shares three tips you can utilize immediately to lower your 2022 tax liability.

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  • Tax Strategies

    November 07, 2022

    Top 10 Things to Do Before 2022 is Over

    Before you sing Auld Lang Syne and ring in the new year, Buckingham Wealth Advisor Alyssum Malone shares ten financial considerations you may want to take advantage of before the end of the year.

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  • Charitable Giving

    October 18, 2021

    Maximize Your Impact: Charitable Giving Strategies

    With the giving season nearly upon us, now is an excellent time to revisit your charitable giving plan and the tools you want to employ in it this year.

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  • Business Ownership

    January 02, 2020

    How Do I Find a ‘Good’ Accountant?

    Tom Bodin poses a few simple questions that can help guide you to a valuable relationship with your accountant.

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  • Business Ownership

    November 21, 2019

    What Tasks Should Your Accountant Perform?

    Mike McAninch discusses the tasks you might consider delegating to your accountant.

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  • Business Ownership

    October 14, 2019

    Coffee Talk: Federal Income Tax Myths and Facts

    Practice Integration Advisor, Michael McAninch, addresses some common income tax myths and the importance of getting them right when planning around this time of year.

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  • Business Ownership

    July 17, 2019

    Considerations When Running ‘Personal Expenses’ Through Your Practice

    As a small business owner, you have opportunities to deduct expenses for income tax purposes that an employee of a larger organization cannot.

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  • Business Ownership

    March 08, 2018

    Dental Practice Transitions: Tax Considerations

    Buckingham's Mike McAninch examines how the interplay between tax strategy and price allocation can impact practice transitions.

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