We're in the thick of tax season, so to bring a little levity to your day, this episode of Collective Conversations brings you real-life tax horror stories—missteps, surprises, and big bills —so you can learn from others' mistakes. Joining us is StillPoint co-founder, Lauren Kimbrough, and together we're reveling in the past experiences that have brought stress, and big "uh-ohs" to clients and ourselves! 

Setting up your inheritance isn’t just about passing on assets—it’s about protecting your legacy and ensuring your lovedones are cared for. In this next episode in our series with Katie Eaves, estate planning expert and founder of The Eaves Firm (https://eavesfirm.com/), we explore why you might consider a trust to avoid probate, reduce taxes, and control asset distribution. We’ll also discuss the benefits of gifting during your lifetime and the importance of guardianship planning for minor children. Tune in to learn how strategic estate planning can provide peace of mind and financial security for future generations.

Inheriting assets isn’t always straightforward—especially when probate is involved. We're again joined by Katie Eaves, estate planning expert and founder of The Eaves Firm (https://eavesfirm.com/) to help break down the probate process, what it means for heirs, and how it impacts different types of assets. We’ll also discuss how probate delays distributions, when court approval is needed, and ways to potentially avoid probate altogether. Listen in to gain essential knowledge about probate and learn what you may encounter when receiving an inheritance. 

Receiving an inheritance can be both a financial blessing and a complex challenge. This is our first episode in a series where we're joined by Katie Eaves, attorney and estate planning expert of The Eaves Firm (https://eavesfirm.com/). Together, we're breaking down what you need to know when inheriting assets—from real estate to 401(k)s and bank accounts. We’ll cover key tax implications, including estate, income, and inheritance taxes, and simplify just what "step-up in basis" actually means. Tune in to build a foundational understanding of the key financial, tax, and legal aspects of receiving an inheritance, so you can navigate the process with confidence.

According to a recent Bloomberg article, by 2030 women are projected to control $34 trillion in investable assets—a seismic shift in financial power. But what does this mean in the context of the persistent gender pay gap and the evolving role of women in financial decision-making?

In this episode, we dive into the forces shaping this economic transformation, the challenges women still face in wealth accumulation, and the strategies to close the gap and take control. We break down how women are changing the financial landscape, what they can be doing to adapt, and how individuals can start to build wealth with confidence.

Join us as we explore how women are reshaping the future of wealth—and how you can be part of the movement.

Are accountants just for tax season? Think again! In this episode, we break down why having an accountant is crucial for businesses and individuals alike. We also dive into the changing landscape of the accounting profession, fewer practitioners, rising fees, and increasing complexity, plus tips on how to be a great client once you find a trusted accountant. To wrap up, we highlight the upcoming tax deadlines you can't afford to miss.

 Whether you're a business owner, freelancer, or just looking to stay ahead of your finances, this episode is packed with insights to help you navigate tax season and beyond. Tune in now!