Be Confident About Your Financial Future. Schedule a Complimentary Consultation Today

Tax Strategy for Charitable Donations Under the New Tax Act

While we are just beginning to wrap our thoughts around the Tax Cuts and Jobs Act, we are already learning some strategies for taxpayers to consider before the end of 2017.  One of the simplifications of the new act is to create much higher standard deductions for the future.  The … Read more »

Saving Taxes – Give Your IRA RMD to Charity

Did you know that you can give your IRA RMD to charity?  If you are over 70 1/2, charitably-inclined and you don’t need your annual IRA distribution, the Tax Relief Act passed in January of 2013, extended a provision allowing your required minimum distribution to be directed to charity.  The … Read more »

This website uses cookies to improve your experience on our site. By using clicking ‘accept’ you consent to the use of cookies. Learn more.