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  • Zosh Williams Asset Management Group
    445 Hutchinson Ave Ste 860 Columbus, OH 43235-5787 T: 380.444.5656
    Map and Directions Map and Directions
  • Zosh Williams Asset Management Group
    110 Traders Cross, First Floor Bluffton, SC 29909 T: 843.790.7987
    Map and Directions Map and Directions
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Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
Read
Read
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
Read
Despite recent volatility, we maintain our constructive outlook
3/7/2025

Raymond James CIO Larry Adam reinforces that while volatility is never comfortable, it's an inherent part of the market's fabric.

Markets & Investing
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving

The future at your fingertips

ZWC logoZWC logo
  • Zosh Williams Costa Asset Management Group
  • 445 Hutchinson Ave Ste 860 Columbus, OH 43235-5787
  • T: 380.444.5656
  • Map & Directions
  • Map & Directions
  • Zosh Williams Costa Asset Management Group
  • 110 Traders Cross, First Floor Bluffton, SC 29909
  • T: 843.790.7987
  • Map & Directions
  • Map & Directions

Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, Inc., member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments, Inc.