Category Archives: Taxes

Receive Tax Breaks by Gifting Appreciated Securities

Supporting a favorite charity with your time and treasure is a noble deed. Your gifts to worthwhile organizations support the work underway that makes the world a better place for everyone. So give. Give generously. But know that all giving is not treated equally. Before opening your wallet, scan your investment accounts for any long-term...
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Positioning for 2017 Tax Reform

December is quickly coming to a close, along with our final chance to do any significant tax planning before year-end. There are a number of proposals on the table for 2017 from Republicans and President-Elect Trump (proposed tax reforms) that could have "yuge" implications for 2016 year-end tax planning. One of Mr. Trump's prominent...
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