Tax & Estate Planning

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  • Feb 1 2019
    hands on top of hands for charity
    10 Things to Know About Qualified Charitable Distributions (QCDs)

    Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.

  • Jan 7 2019
    Not All Investment Income Is Created Equal Because of Taxes: Case Studies

    The income you earn on investments can often be deceiving. Read how taxes can affect your investment income and how we can help your complex situaiton!

  • Dec 26 2018
    4 of the Most Common Estate Planning Mistakes

    The most common estate planning mistakes typically fall into one of four categories. Read how to avoid these mistakes in your estate plan.

  • Dec 20 2018
    Trusts Might Give You Flexibility and Lower Taxes

    Depending on your situaton, giving to charity can be a complicated decision. The good news is there are a variety of options. Here are 3 strategies:

  • Dec 18 2018
    5 Things to Consider When Looking for a Financial Advisor

    Choosing a financial advisor is often difficult. Here are five important items that you should know about your advisor before you hire them!

  • Dec 12 2018
    roth ira
    Retirement Planning: Roth IRAs vs. Traditional IRAs

    When you start thinking about retirement, it’s important to carefully consider the type of IRA you choose to open. Read why we recomend Roth IRAs.

  • Nov 29 2018
    lady going over tax forms with calculator
    It’s the Season of Giving: Make Your Charity Giving Work for You

    Do you love giving to charity? Read how you can reduce the amount of taxes you will owe by taking advantage of the charity tax deduction.

  • Nov 16 2018
    person using a calculator to determine tax and charitable giving allocation
    Gifting Remains a Viable Strategy to Limit Taxes

    Charitable giving is a great way to save on taxes--even under the new Trump administration tax laws. Here are 3 great examples.

  • Nov 7 2018
    keys on a wooden table with a house keychain
    Should You Pay off Your Mortgage? A Difficult Decision.

    It's usually best to pay off your mortgage before retirement. That said, we don't live in a perfect world. Read our thoughts on the best course of action!