Category: Tax Planning

Donor-advised funds and charitable remainder trusts are often viewed as mutually exclusive philanthropic strategies. And while many debate the advantages of each, combining them offers leveraged tax deductions, income back to the donor and, in the end, a legacy gift to charitable organizations on your terms. So, how does one maintain the flexibility to freely

As we approach the 2022 Tax Filing Deadline on April 18th, we would like to share a tax guide that might be helpful as you finalize your tax filing.

For 2023, the IRS has updated annual contribution limits, contribution eligibility thresholds, tax-deductibility guidance, and plan features for retirement plans and accounts, reflecting the latest cost-of-living adjustments. These changes will impact retirees and retirement savers. The tables below provide an overview of key retirement planning numbers for 2023.

As part of our ongoing tactical approach to managing our clients’ portfolios, we are taking this opportunity to turn losses into wins. Tax planning is not just something to consider at year-end. Our investment team works year-round to manage our portfolios with a particular acuity to tax efficiency and tax-adjusted returns. In doing so, we are

This is a reminder that if you are a business owner, one of the many provisions within The Setting Every Community Up for Retirement Enhancement (SECURE) Act (signed into law on December 20, 2019) that helps businesses, is the ability for companies to establish certain tax-qualified retirement plans beyond the end of the year. Under

As your trusted financial advisor, it is important to keep you informed to ensure you have accurate information and updates about the process for reporting your investment income and preparing your tax documents.  In an effort to save you and your CPA some frustration, we advise that you NOT file your taxes until at least