2020 Mid-Year Tax Planning Tips

By |2020-09-29T11:46:22-04:00September 24th, 2020|Video, Tax|

Although the deadline for filing 2019 taxes may have just passed in July, it's already time to think about your 2020 taxes. By looking at your tax situation now, you’ll be able to better plan and implement strategies to minimize your future tax liabilities.

Donor-Advised Funds: Giving with a Tax Advantage

By |2020-09-29T11:47:17-04:00September 17th, 2020|Video, Tax|

If you donate to charitable organizations, you might want to consider establishing a donor-advised fund. A donor-advised fund is a charitable tax-saving tool that enables you to maintain a certain level of control over how funds are distributed while receiving immediate tax benefits.