By: Arash Navi, CFP®, CPA, Controller & Wealth Manager Our goal is to help our clients build and grow their wealth and tax planning plays an important role in this process. We recommend that you mark your calendar to review your finances in the first week of October, annually. Take this time to review your income for the year from employment, businesses, investments, or any other...
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Tis the Season for Tax-Friendly Giving Strategies
You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax breaks could potentially increase your ability to give. You might consider a more strategic approach to charitable giving, possibly as part of your year-end tax...
Take Advantage of These Charitable Giving Perks Before They Expire
By: Michael Allbee, CFP®, Senior Portfolio Manager Did you miss out on #GivingTuesday? You still have time to take advantage of two temporary perks for cash gifts to charities before they expire at year-end. The first perk for those that itemize deductions, allows 100% of cash gifts (including by check, credit card or debit card) to be deductible in 2021 (this also applied for 2020)....
Better Alternatives to Making Cash Gifts
By: Paul Horn, CFP®, CPWA® You do not have to turn on the news to know that many in the world are hurting. There is a greater need for charitable giving today than any time I can remember and there are so many different causes that need support. The most common way to make a charitable gift is with cash and this works fine for smaller gifts (think one-time small charitable donations) but for...
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