Blog
Welcome to Bayside Insights, where we share practical guidance on taxes, financial planning, investing, and the financial decisions that come with running a business or building wealth.
Our goal is to take the questions we hear from clients every day and turn them into clear, useful insights—what to plan for, what to watch out for, and what opportunities may be worth considering.
Financial decisions can get complicated. Bayside Insights is designed to make them easier to understand.
More Than a Business
So many small businesses owners play a dual role in the community: in addition to bringing commerce and jobs, they are also often who local organizations and schools turn to for sponsorship. That little league team, that community...
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A New Head Start for Children’s Savings
Trump Accounts offer new federal and private contributions for children. Here’s who qualifies, how the tax rules work, and where these accounts fit alongside 529 plans and other family savings strategies.
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Planning for the Day They Leave
Planning for the Day They Leave The real return on planning isn't measured in dollars—it's measured in opportunities. In just a few weeks, my wife and I will board a plane to help our oldest daughter begin her freshman year studying...
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Private Equity: What it is and Why It Belongs in the Right Portfolio
Private equity gives eligible investors access to privately held companies where much of today's innovation and value creation occurs. Learn how these investments work, the risks involved, and how they can complement a diversified portfolio
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250 Years of American Investing
As America celebrates its 250th birthday, explore the bold financial decisions that helped build the nation—from the Louisiana Purchase and Alaska to the creation of the New York Stock Exchange—and the timeless lessons they offer investors
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When Higher Gas Prices Become More Than a Gas Problem
Rising gas prices may be only the beginning. Higher fuel costs often flow through to groceries, deliveries, and everyday expenses. See how we’re helping clients position portfolios for inflation, income, and tax efficiency.
Read MoreCharitable Giving in 2026: Why High-Income Donors Need a Multi-Year Strategy
Starting in 2026, charitable deductions face a 0.5% AGI floor and a 35% cap. For $200K+ earners, multi-year planning and Donor-Advised Funds can preserve deductions, avoid capital gains, and improve overall tax efficiency.
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Corey Peterson of Bayside Tax & Wealth Named "Businessperson of the Year" by Port Washington Chamber
Corey Peterson, President of Bayside Tax & Wealth, was recently honored with the "Businessperson of the Year" award by the Port Washington Chamber of Commerce.
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