2025 Year-End Tax Planning After OBBBA
As the year winds down, it’s an ideal time to pause, review your finances, and identify any strategies that could help lower your upcoming tax bill. The recently enacted One Big Beautiful Bill Act (OBBBA) made a few adjustments to the Federal tax code, but for most taxpayers, the familiar rules from recent years still […]
Financial Planning For a Pet’s Future Care
Originally published in the Journal of Accountancy 9/8/25 At Luminescent Wealth Management, we believe true financial stewardship means caring for every part of a family’s legacy, human, philanthropic, and even four-legged. In this Journal of Accountancy feature, Erin Itkoe, CPA/PFS, CFP®, shares insight on how thoughtful estate planning extends beyond traditional considerations to include provisions […]
Announcing the Launch of Luminescent Wealth Management
We officially launched Luminescent on September 1, 2025, which marked a major milestone in our professional journey, as well as a reaffirmation of our values.
Investing in Women’s Futures
Luminescent sponsors Fresh Start’s signature luncheon.