Posts

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BIG Tax Benefits of Donor Advised Funds

Time to share my latest personal and client tax-saving and "do-gooder" planning strategy. Why this strategy has been around for years, I'm just now focusing on it for my family and my clients. It's called funding a charitable Donor Advised…
CRT Charitable Remainder Trust
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Massive Tax Break for "Doing Good" - CRT

Huge Income Tax Savings and Retirement Income Strategy Awaits You! After a ten-year Bull Stock Market run you may own stocks or stock mutual funds that have huge taxable gains waiting for you if you were to sell. Q. Why would you want to sell…