CASE STUDY: Proactive Tax Planning Strategies
Over the course of the last couple weeks, we have shared several proactive tax planning strategies that one
3 Ways Charitable Remainder Trusts Provide Tax Advantages
A charitable remainder trust can serve many purposes in one’s financial plan. Clearly, you have
At some point in your life, if you have accumulated assets, you may consider using your wealth to help others. Whether that’s a child, a parent, a
For those who have reached the age 70 milestone with taxable retirement dollars set aside, the IRS is knocking on your doorstep for some taxes to
Back in December I did a quick Google search for a non-profit I regularly assist. It led me to “The Online Giving Sunday"1 where I read that online
