Tax Planning

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  • 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 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 Might Be 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.