Matthew Peck, CFP, TPCP

10/12/2026

A 35% federal income tax bracket doesn't always mean you're paying 35% on your next dollar of income.

In some circumstances, that rate can actually reach 45.5% thanks to provisions like the SALT deduction phase-down.

This raises an interesting question: When does it make more sense to defer taxes versus intentionally paying them today?

With year-end tax planning approaching, it's worth remembering that minimizing this year's tax bill isn't necessarily the same as minimizing taxes over a lifetime.

https://www.linkedin.com/pulse/beyond-bracket-hidden-cost-your-next-dollar-income-peck-cfp-tpcp--ptsgc/

09/29/2026

Please note that we had to reschedule this event to Wednesday, October 14th, due to a scheduling conflict with the venue.

My apologies for the late notice and inconvenience.

Please note that we had to reschedule this event to Wednesday, October 14th, due to a scheduling conflict with the venue.

Our apologies for the late notice and inconvenience.

09/21/2026

I’m excited to help bring the Miami Valley’s CPA community together again this year for an evening of networking, golf, food, and drinks at NCR Country Club.

As a Tax Planning Certified Professional® and someone who works closely with CPAs and other tax professionals, I’ve seen firsthand how valuable it is to build strong relationships across our professions. That’s a big part of why I’ve enjoyed being involved with the Ohio Society of CPAs, and why I’m especially excited to help organize this event.

The OSCPA Golf Mixer is open to all CPAs and related professionals in the Miami Valley!

October 21 | 5–7 PM
The Performance Center at NCR Country Club (next to the driving range)
Attire is Country Club Casual

Anderson Financial Strategies is proud to co-host this event with Hammerman, Graf, Hughes & Company, Inc. Come for the golf, but stay for the conversations.

Free to attend, with food and drinks provided. We hope to see you there!

05/22/2026

Choose a fee-only wealth advisor for financial planning. Shon Anderson is an independent fee-only wealth advisor at Anderson Financial Strategies in Dayton, OH.

04/29/2026

Grateful for the opportunity to connect with Jeffrey Levine at the recent FPA All-Ohio Symposium following my completion of the Tax Planning Certified Professional® (TPCP®) program through The American College of Financial Services.

The program offers a practical, in-depth approach to tax planning that’s immediately applicable in client work. I’ve found it especially valuable in helping translate complex tax concepts into clear, actionable strategies.

Appreciate the impact this kind of education is having on elevating the financial planning profession and improving outcomes for clients!

04/20/2026

What every entrepreneur should consider before selling their business. Shon Anderson is an independent fee-only wealth manager based in Dayton, OH.