The analysis below is not intended as an endorsement of or reaction to either candidate in the 2020 Presidential election.
This summer has seen much popular press coverage of Congress’s attempt to pass legislation improving and modernizing retirement savings plans.
Giving to charity is great; giving away your tax deduction is not. In this first comment in a series we
In this article, we review techniques to improve tax efficiency with particular emphasis on donor-advised funds. The US equity markets