Resources/ Client portal

Authors

Adam Lee

15 posts

Drew Garner

3 posts

Jake Weatherford

38 posts

Kendall King

38 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Reagan Herrera

1 posts

Ted Creegan

7 posts

The Castlepoint Team

56 posts

Ted Creegan

How to Keep More of Your Home-Sale Profits

By Ted Creegan

For many families, a home is one of the largest

Giving in the Era of the One Big Beautiful Bill – Part 2

By Kendall King

(Part 2: Advanced Strategies for Itemizers and Families) In Part

Giving in the Era of the One Big Beautiful Bill

By Kendall King

(Part 1: Standard Deduction Givers) Charitable giving isn’t a tax

Federal Tax Provisions for Individuals

By Ted Creegan

Federal Tax Provisions for Individuals As of July 2025 Recent

Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations

By Kristen Buchman

Do you own an IRA with a small balance remaining?

Is $5 Million Enough to Make You Rich?

By Kendall King

Is $5 Million enough to make you rich? In this

Three Simple Things You Should Know About 2022 Tax Documents

By Ted Creegan

A new year means it's once again time for new

There’s Still Time to Boost Your 2021 Tax Refund

By Kendall King

The deadline for filing 2021 taxes is fast approaching, but

How to Prepare for Proposed Income Tax Changes

By Kendall King

With upcoming income tax changes still unclear, Castlepoint CEO Kendall

Year-End Tax Ideas

By Jake Weatherford

In this video blog post, Castlepoint CEO Kendall King and