A Strong Tax Strategy is Part of a Thoughtful, Comprehensive Financial Plan Tax season is upon us and, while not every financial advisor is a Certified Public Accountant (CPA), that doesn’t mean they can’t be helpful. Your financial advisor can assist you with making strategic tax moves throughout the year to help reduce your …
5 Ways a Financial Advisor Can Help You Prepare for Tax Season Read More »
These Tips Can Optimize Your Tax Planning Strategy Everyone likes a surprise—except when it comes to their taxes. Taking a more thoughtful approach to planning next year’s taxes can help you get ahead and alleviate your tax burden. The further in advance you start planning for next year’s taxes, the more your financial future will …
6 Steps to Begin Planning for Next Year’s Taxes Now Read More »
Enjoy the Financial Benefits of Your Philanthropic Efforts Charitable giving tax advantages are probably not the first thing on your mind when you decide to make a philanthropic gift. After all, deciding to give to an organization or cause that you care about is a personal decision reflective of your values, passions, and hopes for …
Five Charitable Giving Strategies that Come with Tax Advantages Read More »
