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Stone Wealth Strategies

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Stone Wealth Strategies

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Stone Wealth Strategies, formerly Stone CPA & Advisors. is a registered investment adviser.

Stone Wealth Strategies, formerly Stone CPA & Advisors Founded in 1996, our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, inve

stments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

09/01/2026

𝙔𝙤𝙪 𝙢𝙖𝙮 𝙗𝙚 𝙛𝙤𝙘𝙪𝙨𝙚𝙙 𝙤𝙣 𝙜𝙧𝙤𝙬𝙞𝙣𝙜 𝙮𝙤𝙪𝙧 𝙧𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙨𝙖𝙫𝙞𝙣𝙜𝙨—𝙗𝙪𝙩 𝙝𝙖𝙫𝙚 𝙮𝙤𝙪 𝙩𝙝𝙤𝙪𝙜𝙝𝙩 𝙖𝙗𝙤𝙪𝙩 𝙩𝙝𝙚 𝙩𝙖𝙭𝙚𝙨 𝙮𝙤𝙪 𝙢𝙖𝙮 𝙥𝙖𝙮 𝙬𝙝𝙚𝙣 𝙮𝙤𝙪 𝙪𝙨𝙚 𝙩𝙝𝙚𝙢?

In this video, Larry discusses an important retirement planning consideration: if you're currently in a lower tax bracket, should you consider paying taxes on some retirement money now—rather than potentially facing higher tax rates later?

Watch the full video, and if you're thinking about your retirement tax strategy, contact us to start a conversation.

08/31/2026

𝘽𝙚𝙛𝙤𝙧𝙚 𝙮𝙤𝙪 𝙢𝙖𝙠𝙚 𝙮𝙤𝙪𝙧 𝙣𝙚𝙭𝙩 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙙𝙚𝙘𝙞𝙨𝙞𝙤𝙣, 𝙢𝙖𝙠𝙚 𝙨𝙪𝙧𝙚 𝙮𝙤𝙪 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙮𝙤𝙪𝙧 𝙩𝙖𝙭 𝙧𝙖𝙩𝙚.

In this video, Larry explains why understanding the different types of tax rates is an important part of having informed conversations about your taxes and overall financial plan.

🎥 Watch the full video and let us know in the comments: Did you know there was a difference between marginal and average tax rates?

📩 Have questions about how taxes fit into your overall financial picture? Start a conversation with your financial or tax professional.

Watch the video, share it with someone who might find it helpful, and follow us for more financial education.

08/28/2026

𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙚𝙙𝙪𝙘𝙖𝙩𝙞𝙤𝙣 𝙨𝙩𝙖𝙧𝙩𝙨 𝙬𝙞𝙩𝙝 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙩𝙝𝙚 𝙛𝙪𝙣𝙙𝙖𝙢𝙚𝙣𝙩𝙖𝙡𝙨—𝙞𝙣𝙘𝙡𝙪𝙙𝙞𝙣𝙜 𝙩𝙖𝙭𝙚𝙨.

When building a financial foundation, it’s important to look beyond income and investment returns and consider how taxes may affect your overall financial picture.

Tax rates, tax treatment, and individual circumstances can vary, so understanding the basics can help you ask better questions and make more informed financial decisions.

The goal isn’t to predict outcomes—it’s to understand the factors that may impact your financial plan.

Want to learn more about Financial Foundations Course and the role taxes can play? Send us a message to start the conversation.

08/27/2026

𝙏𝙖𝙭 𝙥𝙧𝙚𝙥𝙖𝙧𝙖𝙩𝙞𝙤𝙣 𝙡𝙤𝙤𝙠𝙨 𝙖𝙩 𝙬𝙝𝙖𝙩 𝙝𝙖𝙥𝙥𝙚𝙣𝙚𝙙. 𝙏𝙧𝙪𝙚 𝙩𝙖𝙭 𝙥𝙡𝙖𝙣𝙣𝙞𝙣𝙜 𝙡𝙤𝙤𝙠𝙨 𝙖𝙝𝙚𝙖𝙙.

Tax planning can involve much more than simply filing a return.
Understanding how tax rules apply to businesses, investments, and individual circumstances can be an important part of making informed financial decisions.

In this video, Larry discusses the role of tax planning, including reviewing tax returns, identifying potential missed opportunities, and understanding relevant tax court cases when evaluating available strategies.

📌 Every situation is different, and tax strategies should always be evaluated based on your specific circumstances with qualified professionals.

Want to learn more about what true tax planning involves?

📩 Contact us s to start the conversation.

08/26/2026

Larry takes us along to Sapphire Point in Summit County and shares a little about the area, his love for the outdoors, and how Stone has evolved over the years.

What started as Stone CPA has grown and changed into Stone Wealth Strategies—with the goal of continuing to serve clients as their financial needs and conversations evolve.

Watch the video to hear more about Larry’s journey and what’s ahead.

📩 Interested in learning more about Stone Wealth Strategies? Send us a message or give us a call.

08/26/2026

𝙏𝙖𝙭 𝙈𝙞𝙨𝙩𝙖𝙠𝙚 𝙣𝙤. 10: 𝙉𝙤𝙩 𝙥𝙧𝙤𝙥𝙚𝙧𝙡𝙮 𝙙𝙤𝙘𝙪𝙢𝙚𝙣𝙩𝙞𝙣𝙜 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙢𝙚𝙖𝙡𝙨

A business meal may be deductible when it meets the applicable tax requirements—but simply keeping the receipt may not be enough. You also need records that support the business purpose and other required details of the expense.

Don’t assume an expense qualifies just because it was business-related. Proper documentation can be an important part of substantiating your deductions.

This is the 10th and final mistake in our Top 10 Tax Mistakes That Can Cost Business Owners Thousands series.

Watch the video to learn what business owners should keep in mind, and save this series as a reference for your next tax-planning conversation.

Educational content only. This is not tax, legal, or financial advice. Tax rules and requirements vary based on individual circumstances. Consult your qualified tax professional regarding your specific situation.

08/25/2026

1 𝙙𝙖𝙮 𝙩𝙤 𝙜𝙤!

𝙋𝙤𝙡𝙞𝙩𝙞𝙘𝙨 & 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤𝙨

Political news and market headlines can create plenty of opinions—and sometimes a lot of noise. This discussion is an opportunity to step back, explore different perspectives, and have a thoughtful conversation about how politics and the markets intersect.

📅 Politics & Portfolios
🕠 5:30 PM Colorado Time

If you’re interested in joining us, click here: https://www.stonewealthstrategies.com/events/investor-coaching-series-politics-and-portfolios

08/25/2026

A heartfelt thank you to everyone who joined us for 𝙊𝙥𝙩𝙞𝙢𝙞𝙯𝙚 𝙔𝙤𝙪𝙧 𝘾𝙤𝙢𝙥𝙖𝙣𝙮 401(𝙠) with Michael at the Show Low City Hall! We appreciate you taking the time to learn, engage, and be part of such a meaningful discussion. The great questions, conversations, and participation made this event a tremendous success.

We hope you left with valuable insights and a greater understanding of the opportunities available through your company retirement plan. Thank you for being part of the experience!

👉 Want to stay informed about upcoming educational events and workshops? Follow our page and connect with us to be the first to hear about future opportunities.

08/25/2026

𝙏𝙖𝙭 𝙈𝙞𝙨𝙩𝙖𝙠𝙚 𝙣𝙤. 9: 𝙈𝙞𝙨𝙨𝙞𝙣𝙜 𝘾𝙖𝙧 & 𝙏𝙧𝙪𝙘𝙠 𝙀𝙭𝙥𝙚𝙣𝙨𝙚𝙨

One tax mistake business owners may be making? Overlooking business-related car and truck expenses. 🚗💼

If you use a vehicle for business, keeping accurate records of your business mileage and related expenses can be an important part of your tax planning.

In Tax Mistake no. 9 of our Top 10 Tax Mistakes That Cost Business Owners Thousands, Larry discusses why business owners should pay attention to these expenses and make sure they understand which costs may qualify under applicable tax rules.

👉 Watch the full video to learn more, and if you’re a business owner, consider reviewing your vehicle records and discussing your specific situation with your tax professional.

08/24/2026

𝙋𝙤𝙡𝙞𝙩𝙞𝙘𝙨 𝙖𝙣𝙙 𝙩𝙝𝙚 𝙢𝙖𝙧𝙠𝙚𝙩𝙨—𝙝𝙤𝙬 𝙢𝙪𝙘𝙝 𝙨𝙝𝙤𝙪𝙡𝙙 𝙩𝙝𝙚𝙮 𝙞𝙣𝙛𝙡𝙪𝙚𝙣𝙘𝙚 𝙩𝙝𝙚 𝙬𝙖𝙮 𝙮𝙤𝙪 𝙞𝙣𝙫𝙚𝙨𝙩?

Political news and market headlines can create plenty of opinions—and sometimes a lot of noise. This discussion is an opportunity to step back, explore different perspectives, and have a thoughtful conversation about how politics and the markets intersect.

📅 Politics & Portfolios
🕠 5:30 PM Colorado Time

If you’re interested in joining us, we’d love to have you there.

👉 Reach out to us for event details and registration information.

This content is for educational and informational purposes only and is not intended as investment advice or a recommendation to buy or sell any security.

Address

4875 DTC Suite 2-203
Denver, CO
80237

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+19706680772

Website

https://www.stonewealthstrategies.com/

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