Resources - Zosh Williams Costa Asset Management Group

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What the ‘One Big Beautiful Bill Act’ means for your finances

The new legislation likely has implications for all federal tax-filers in the United States.

Tax Planning

Tailor your taxes for retirement

From withdrawals to conversions, taxes in retirement can be a balancing act.

Retirement & Longevity

Tax-advantaged accounts: A powerful addition to your financial plan

The benefits of tax-efficient wealth management.

Tax Planning

Infographic: 5 tips to stay secure during tax season

Tax season is open season for fraudsters. Staying alert and informed is key.

Tax Planning

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

Have you hired the right tax accountant?

Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.

Tax Planning

Life-changing events change your taxes, too

Review how six major life events can impact your federal return..

Tax Planning

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

Laying the groundwork for tax season

Smart moves at the beginning of tax season can help get your financial house in order.

Tax Planning

Opportunity blooms in tax season

Whether you get a refund or end up owing, you have options.

Tax Planning

Tax-efficient strategies for investment properties

Capital gains tax deferral on investment property sales.

Tax Planning

The future at your fingertips

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.