The Gatewood Blog: Insights for Life’s Key Moments

Explore our blog for insights and practical advice to build enduring wealth with purpose.

Our blog provides expert insights to help you build enduring wealth with purpose. Whether you’re accumulating, activating, enjoying, or giving wealth, Gatewood Wealth Solutions is here to guide you through life’s financial complexities. Explore our latest articles to gain the confidence you need to navigate life’s key moments with clarity and purpose.

Christina Shockley JD CFP® | Chairman | Partner | Chief Planning Officer

Introducing Gatewood Tax & Accounting: Integrated Services for Life’s Key Moments

12.22.25

Gatewood is proud to announce the launch of Gatewood Tax & Accounting — expanding our integrated planning team to include tax preparation, accounting, and CFO services. These new offerings align your financial strategy with your tax picture, giving you clarity and purpose across both your personal and business wealth.

John Gatewood CFP® CLU® | Founder | Director of Advisor Development

Smart Giving Before Year-End: Thoughtful Strategies for Meaningful Impact

12.15.25

As year-end approaches, charitable giving often moves to the top of your to-do list. Why not give both generously and with a tax-smart mindset? With the right strategy, giving can align with your values and reduce your tax exposure. In this article, we’ll walk through popular giving structures, gifting appreciated assets, giving timelines and tax deadlines, and tips for aligning your giving with long-term goals.

Daniel Goeddel MBA | Partner | Chief Operating Officer

Exploring Trump Accounts: A New Financial Opportunity for America’s Children

12.12.25

Starting in 2026, millions of U.S. children could automatically receive up to $1,250 in investment capital through newly created “Children’s Investment Accounts” (often called Trump Accounts). Funded by the federal government and a $6.25 billion pledge from the Dell Foundation, these accounts aim to give kids an early stake in the economy. But what happens when these accounts convert to IRAs at age 18? And should families contribute their own money, or stick with more flexible options like 529 or UTMA plans? This article breaks down how the new program works, how it compares to existing savings vehicles, and what families should consider before making it part of their wealth strategy. At Gatewood, we help clients look past the headlines to determine what fits your goals.

Jared Freese CFP® CLU® CEPA ChFC® | Wealth Advisor Manager

Gifting & Succession Planning for Business Owners: Year-End Moves That Build Your Legacy

12.08.25

For business owners, year-end isn’t just a tax deadline—it’s a rare opportunity to align succession planning, gifting strategies, and family dynamics. In this guide, Gatewood’s Jared Freese shares how to structure ownership transitions, use valuation discounts, and avoid family conflict through thoughtful planning that reflects your values and builds a lasting legacy.

Monica McDaniel | Director | Gatewood Tax & Accounting

How to Change Your State Residency for Tax Savings: A Complete 2025 Guide

12.01.25

Depending on where you choose to plant your roots, state income taxes can quietly erode wealth by hundreds of thousands of dollars each year. This guide explores how—and when—a residency change could be a game-changer for your finances and legacy.

David Gresham | Managing Director | Gatewood Tax & Accounting

Top 10 Year-End Business Tax Planning Ideas for Business Owners

11.24.25

Under new tax law updates, year-end planning for business owners has never been more valuable. This article outlines 10 tax-smart strategies to consider before the close of 2025.