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Last Thanksgiving, I posted this message on our website and received a favorable response from my clients. I thought it might be good to repost since the homeless have been especially hard hit this year.

Today is Give to the Max Day! Consider joining thousands of generous donors in helping to support local charities. While giving cash is one way, there are many other ways to maximize your generous donation so that it fits within your financial plan. #GTMD20

IRA owners are seeking alternative ways to incorporate tax effective giving strategies into their estate plans. One way to maximize a gift to a beneficiary, while also benefiting a charity of choice, is by using a Charitable Remainder Trust (CRT).

Electing to roll over your 401(k) while keeping your company shares intact is allowed under the IRS’ net unrealized appreciation (NUA) rules.

What is the most efficient and least costly process to use your investment portfolio to access cash when you need it.

Recent changes in tax laws have resulted in important provisions that have created unique and unprecedented opportunities for charitable minded investors.

The CARES Act, Section 2206 offers an opportunity that benefits both employees and employers. Until the end of this year, employers can pay up to $5,250 toward an employee’s student loans tax-free.

I recently received an e-mail from a client who found a new focus and clarity during his time of transition.

Today we are highlighting four timely topics related to 529 plans and the economic environment: time horizon, left-over 529 funds, tax considerations for college refunds and qualified apprenticeship training programs

The Coronavirus Aid, Relief and Economic Security Act (CARES Act) that was passed March 27th, 2020 includes temporary, but meaningful, changes to laws relating to income planning for 2020.