Hillhurst Wealth Management LLC

06/03/2026

THE 2022 TAX TRAP: A LESSON IN STRUCTURAL INEFFICIENCY 📉🏛️

In 2022, many investors in the public markets faced a brutal paradox: their portfolio values were down double digits, yet they were handed record-high tax bills.

This wasn’t just "bad luck"—it was the result of PORTFOLIO REPOSITIONING. When managers sell positions to shift strategy but fail to offset those gains with losses, the investor is left holding the bill for growth that has evaporated.

At HILLHURST WEALTH MANAGEMENT, we believe in a tax efficient investment strategy. It's your after-tax return, the money in your pocket, that matters. With our institutional experience, we bring the same rigor to private wealth that we used to manage complex corporate balance sheets:

✅ PROACTIVE LOSS HARVESTING: We don't wait for December; we turn volatility into a tax asset in real-time.

✅ TAX-AWARE REBALANCING: Ensuring that portfolio shifts don't trigger unnecessary capital gains.

✅ INSTITUTIONAL OVERSIGHT: Investment planning that prioritizes your net-of-tax return—the only metric that truly matters.

HOWEVER, KEEP THIS PRINCIPLE FRONT AND CENTER: Investment decisions must be grounded in sound logic, not driven by tax reactions. Tax planning supports the strategy - it doesn't steer it.

More information? Contact us at [email protected] OR THROUGH OUR WEBSITE. Link in Bio.

04/03/2026

Complexity is the price of success. Precision is the solution. 🏛️

At HILLHURST WEALTH MANAGEMENT, we provide the institutional oversight that complex wealth requires. Our approach is defined by a rare "three-point" perspective:

🔹 THE CFO PERSPECTIVE: With senior level experience at private fund investment firms and large and small family offices, we’ve managed the complex internal mechanics of investing and wealth management at the highest level.

🔹 THE CPA STANDARD PERSPECTIVE: An active commitment to tax planning and compliance with procedural rigor.

🔹 THE CFP® FRAMEWORK PERSPECTIVE: Our fiduciary-first commitment designed for personal financial planning and investment management.

We serve a distinct intersection of clients:

INDIVIDUALS & FAMILIES: Sophisticated planning and investment management for affluent and HNW wealth.

FAMILY OFFICES: Experience with operations, tax planning, estimation, and compliance, and investments, both public and private.

INVESTMENT FIRMS: Institutionalizing your operations and standards with CFO-level consulting.

Whether we are protecting a personal legacy or refining a firm’s internal operations, we bring the rigor of an institutional CFO to every detail.

Complexity operating with precision.

Need more information? Contact us at [email protected] or through our website. Link in Bio.

26/02/2026

WHY YOUR WEALTH PLAN NEEDS A TAX STRATEGY. 📉💼

Most people hire an advisor for their investments and a CPA for their taxes. The problem? They often don't talk to each other.

HILLHURST WEALTH MANAGEMENT is led by a CPA and a CFP®. We don’t believe in silos.

It's not about how much you are earning or how well your investments are performing. IT'S WHAT YOU PUT IN YOUR POCKET.

THE DUAL-LENS ADVANTAGE:

THE CFP® LENS: We build the financial roadmap for what you want out of life and ultimately retirement.

THE CPA LENS: We ensure that roadmap is optimized for the best tax-efficiency allowed by law.

The result? You don’t just earn more; you keep more. That’s the power of tax-integrated wealth management.

✨ Ready for a higher standard of planning? Contact us through our website: www.hillhurstwealth.com

21/08/2025

GRADUATE SCHOOL - HOW TO PAY? Need graduate school to take your career to another level? Click below for funding options.

Fund graduate school with a mix of savings, financial aid, employer-funded tuition, and education tax credits.

21/08/2025

OBBBA AND THE SMALL BUSINESS OWNER. Click below to see a summary of the new tax provisions affecting business owners. Several enhanced deductions!

Here are five specific changes that small business owners should pay close attention to.

11/08/2025

NEW TRUMP ACCOUNTS. For children under 18. Save for education tax-deferred and multiply the power of compounding if kept for retirement.

Congress introduced a new class of tax-advantaged savings vehicles for minors known as Trump accounts.

15/04/2025

SOCIAL SECURITY PROOF OF IDENTITY - SSA changing how it verifies identity. Get your account set up!

Have questions about the new Social Security identity verification requirements? Here are some answers.

08/04/2025

TARIFFS AND YOUR INVESTMENTS. Bear market! Do not overreact. Stay the course on your long-term plan. Click below for a nice overview.

President Trump's newest tariffs have shaken the stock market. What should you do?

31/03/2025

NET INVESTMENT INCOME TAX. An extra 3.8% tax can sneak up on you if your AGI is over certain thresholds. Be aware.

If your income hits a certain level, you may face an additional wrinkle in calculating your taxes: the net inv...

31/03/2025

TAXATION OF INVESTMENTS Getting close to April 15th. Refresher on basics of investment capital gains and ordinary income

Investments are taxed in a variety of ways.

24/03/2025

KIDDIE TAX. Be careful if you have structured income to flow to your kids thinking lower rates. There are limitations up to age 23. Click below.

Special rules commonly referred to as the

19/03/2025

HOME OFFICE DEDUCTION Working from home? Hope you are taking advantage of the deduction. Rule refresher.

Working from home can provide you with certain tax advantages.