Gifts That Keep on Giving: Charitable Contribution Tax Mitigation Strategies
As the end of each year approaches, our team of wealth strategists gives special emphasis to actions that can
Richard Bean, CPA, CFA
November 3, 2021
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Category: Giving Back
Year End Tax Review and Planning: IRAs, QCDs and RMDs
With less than a month remaining in this most unusual year, taxpayers should evaluate (and perhaps re-evaluate) their current
Ray Peebles
December 1, 2020
Smart Money Matters: Gifting Techniques for the Savvy Taxpayer
Giving to charity is great; giving away your tax deduction is not. In this first comment in a series
Richard Bean, CPA, CFA
April 26, 2019