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ARQ University

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What Assets Should Not Be in a Trust?

A well-conceived charitable giving strategy can help individuals with philanthropic desires maximize their giving capacity by targeting specific tax breaks offered through the tax code....

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Are Political Donations Tax Deductible? What You Need to Know

With the recent election, you may have sent money to support your candidate or cause of choice. With tax season now upon us, you may...

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What To Do When a Loved One Dies: A Checklist

Losing a loved one is an emotional and challenging time, often accompanied by the daunting task of managing their affairs. This checklist is designed to...

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How to Get A Roth IRA for High-Income Earners

If you’re a high-income earner, the IRS may try to prevent you from using a cornerstone retirement vehicle: the Roth IRA.  Luckily, there are at...

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What is a TFRA Account?

A tax-free retirement account (TFRA) can help you reliably reach your financial goals by providing you with tax-advantaged investment gains and retirement income. These accounts...

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Who Needs a Trust Instead of a Will?

Wills have been the cornerstone of estate planning for centuries as the primary vehicle for dictating how assets are distributed after death. However, while wills...

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Is Tithing Tax Deductible?

Tithing can be tax deductible if your place of worship is registered as a charitable organization, which most churches are. However, there’s much more to...

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What are Arizona’s Residency Requirements for Tax Purposes?

The sunny, prosperous, and spacious state of Arizona attracts new residents from all walks of life, including snowbirds craving winter warmth, families searching for a...

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How to Avoid Gift Tax When Sharing Wealth

Being generous with your wealth in your golden years is beneficial in a number of ways. However, if you plan on donating gifts to your...

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Disclaimer: ARQ Wealth Advisors, LLC is a member of the Institute for the Fiduciary Standard. Membership is comprised of a set of principles that underscore an advisor’s fiduciary duty to his or her clients. These standards include sufficient loyalty, due care, and utmost good faith. Specifically, our firm must demonstrate loyalty by: (i) affirming their fiduciary commitment to the client in writing; (ii) declining any sales-related compensation associated with transactions and product sales; (iii) avoiding conflicts of interest whenever possible; and (iv) mitigating unavoidable conflicts. Advisors must also act with due care by maintaining professional designations as applicable, by explaining agreements and disclosures orally and in writing, by establishing a reasonable basis for investment advice, and by following and documenting a prudent due diligence process for rendering investment advice. Our advisors must act in the utmost good faith by declining substantial gifts or entertainment provided by the client while charging, disclosing, and explaining reasonable fees.