Provident Capital Group

Provident Capital Group Provident Capital Group, is a provider of wealth and investment management advice.

Earning $150k+? 🚨 Catch-up contributions are shifting to Roth (after-tax). It means losing a deduction today for tax-fre...
06/05/2026

Earning $150k+? 🚨 Catch-up contributions are shifting to Roth (after-tax). It means losing a deduction today for tax-free growth tomorrow. Strategy is mandatory.

Earning $150k+? SECURE 2.0 mandates Roth catch-ups. Paired with the 'super catch-up' for ages 60-63, it creates a unique...
06/04/2026

Earning $150k+? SECURE 2.0 mandates Roth catch-ups. Paired with the 'super catch-up' for ages 60-63, it creates a unique window for tax-free growth. Time to pivot your strategy.

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New 2026 limits are here:- 401(k) cap: $24,500- SALT cap: $40,000Aggressive savings and income reduction for high-earnin...
06/03/2026

New 2026 limits are here:
- 401(k) cap: $24,500
- SALT cap: $40,000

Aggressive savings and income reduction for high-earning households. Reach out to optimize your goals. 📈

Maximize your 2026 tax strategy. 📈- 401(k) limit: $24,500- SALT deduction: $40,000Essential tools for multi-year optimiz...
06/02/2026

Maximize your 2026 tax strategy. 📈

- 401(k) limit: $24,500
- SALT deduction: $40,000

Essential tools for multi-year optimization.

2026 Refreshed Limits: The 401(k) cap has reached $24.5k, while SALT sits at $40k. Optimizing your allocation is critica...
06/02/2026

2026 Refreshed Limits: The 401(k) cap has reached $24.5k, while SALT sits at $40k. Optimizing your allocation is critical for tax efficiency this year. How are you adjusting your payroll deductions?

Starting in 2026, the full retirement age shifts to 67 for many.Is your portfolio ready for this transition?At Provident...
06/01/2026

Starting in 2026, the full retirement age shifts to 67 for many.

Is your portfolio ready for this transition?

At Provident Capital Group, we navigate these changes using the 'Rule of Three': a strategic framework for retirement readiness:

1. Liquidity: Ensuring immediate access to capital for your initial retirement years.
2. Growth: Investing to stay ahead of inflation and maintain purchasing power.
3. Longevity: Securing assets to provide for your needs throughout your entire life.

Don't let policy shifts dictate your future. Let’s build a stable framework together.

The clock is ticking on the current $15 million estate tax exemption. As the sunset approaches, high-net-worth individua...
06/01/2026

The clock is ticking on the current $15 million estate tax exemption. As the sunset approaches, high-net-worth individuals face a critical window for legacy planning.

Proactive strategies to consider now:
• Accelerated Gifting: Reducing your taxable estate before limits decrease.
• Trust Restructuring: Utilizing sophisticated instruments to protect and transition assets.
• Multi-generational Planning: Ensuring your wealth serves your family for decades to come.

Preserving what you’ve built requires a thoughtful, strategic approach. Let’s discuss how to secure your legacy today.

The tax landscape is about to undergo a significant transformation.The standard deduction is set to be nearly halved in ...
05/05/2026

The tax landscape is about to undergo a significant transformation.

The standard deduction is set to be nearly halved in 2026.
Personal exemptions are making a return.
Itemizing is becoming a crucial strategy once again.

For years, the high standard deduction simplified tax season for the majority of households. As we approach 2026, that simplicity is shifting toward a need for more granular planning. For many, itemizing deductions: such as mortgage interest, medical expenses, and state and local taxes: will once again be the more efficient path to preserving wealth.

Strategic charitable giving will also play a pivotal role. Utilizing tools like Donor-Advised Funds (DAFs) to bunch donations can help maximize your tax benefits under these revised rules. Tax efficiency is not about a single filing; it is about foresight and positioning your assets to weather legislative changes.

If you would like to review your strategy before these shifts take effect, we are here to provide the data and guidance you need.

The tax landscape for business owners has fundamentally shifted.The Section 199A 20% deduction for pass-through entities...
05/05/2026

The tax landscape for business owners has fundamentally shifted.

The Section 199A 20% deduction for pass-through entities has officially sunset. For many business owners, this change is now being felt in quarterly estimates and net income projections for the 2026 tax year.

Tax liabilities are higher. Margins are tighter. Strategy is vital.

The loss of the Qualified Business Income (QBI) deduction represents a significant increase in the effective tax rate for S-Corps, LLCs, and sole proprietorships. If your business structure hasn’t been reviewed since this transition, you may be missing out on new ways to optimize your wealth.

At Provident Capital Group, we provide a holistic approach to managing these transitions. From potential entity restructuring to advanced retirement planning, we help you navigate the "what now" with a thoughtful and strategic perspective.

Protecting your financial well-being requires more than just reacting to new rules: it requires a plan that accounts for the long term.

If you would like to discuss how to manage your business income in this new environment, feel free to reach out.

Address

3343 Peachtree Road NE STE 145-1905
Jonesboro, GA
30326

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18663236386

Website

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