Donating to a Donor Advised Fund enables you to contribute, receive a tax deduction, and advise the charity on how to use your donation.
Taxes
Can Your Pass-Through Entity Business Save Taxes?
The states that have pass-through entity (PTE taxes) have given taxpayers a new option for who pays the state income tax liability.
Mega Backdoor Roth Lives on, but Act Quickly
Mega Backdoor Roth, the ability to convert after-tax IRA or 401(k) dollars to Roth IRA or 401(k)s, may end soon. Acting fast may be vital.
Charitable Giving Options (Part 2)
Charitable giving can reduce your tax liability if you know the strategies and vehicles that allow you to take advantage of the tax benefits.
Charitable Giving Options
How can you give to your favorite charity and enjoy a tax benefit? Reducing your taxable income is the simple answer. But, how?
2020 Presidential Election: Biden’s Tax Proposal
I look at the Biden tax proposal and what that may mean for your taxes. Is there something you can do to prepare?
Should I Take My RMD This Year?
The CARES Act says you don’t have to take an RMD this year. Should you?
