Education

How can taxpayers make the most out of their charitable giving?

How can taxpayers make the most out of their charitable giving? Here is a great hack for the charitably inclined: If you have appreciated assets and plan to make a charitable contribution before the end of the year, you should consider donating that highly appreciated asset to your Donor Advised Fund (DAF) or your favorite […]

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I Finally Did It!

I am now in my early 50’s. I know you thought I was younger, but earlier this year, I pulled the trigger. After researching the best policies for my clients for years, my wife and I finally protected our assets with a Long Term Care policy. The policy we purchased is Asset-Based Long Term Care.

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Unique Tax Mitigation Strategies your Father didn’t tell you about

Today I will focus on three ways to grow your money tax-deferred and distribute your money tax-free. Tax-deferred growth and tax-free distributions are my favorite ways to build wealth over the long term, as tax rates will inevitably go up in the future. Too many CPAs and financial advisors are still using mantras from 30 years ago, recommending their clients

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