As year-end tax planning commences, donors should be aware of two charitable giving strategies to reduce taxable income: bunching and Qualified Charitable Distributions (QCD). Bunching… Read More »2023 year-end tax planning and charitable contributions
When financial advisors, CPAs, and attorneys maintain a healthy and communicative relationship, they become a powerhouse team for clients (especially during tax season). So… Read More »Why cross-industry collaboration is essential for financial advisors
Congress recently passed Secure Act 2.0. The law gives individuals more options for retirement, expands contribution limits, allows more time for retirement plan earnings to… Read More »Q1 2023 Tax Updates
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