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  • OnPoint Wealth Partners
    2525 Market Ave Cleveland, OH 44113-3431 T: 216.230.3700 F: 216.238.4032
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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
Read
Read
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
Read
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Read
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
Read
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

OnPoint Wealth PartnersOnPoint Wealth Partners
  • On Point Wealth Partners
  • 2525 Market Ave Cleveland, OH 44113-3431
  • T: 216.230.3700
  • F: 216.238.4032
  • 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.