Have questions about tax law changes impacting charitable contributions? Key Conversations: Tax-Smart Charitable Giving Strategies Qualified Charitable Distributions (QCDs) Donor-Advised Funds Presenters: Darrell Tierney, CFP® CPA Matt Bellomo, CPA … [Read more...]
Recorded Webinar: Charitable Year-End Considerations
How does the tax strategy of deduction bunching work?
Deduction bunching The strategy of deduction bunching is a tax strategy aimed at shifting the timing of deductible expenses by bunching them together within the same year, to surpass the standard deduction amount. The goal is to time your deductions in such a way that you can itemize every few … [Read more...]
Where is my stimulus payment?
As the coronavirus (COVID-19) continues to affect our country and local communities, we want to provide some clarity to the tax-related provisions of the CARES Act. The "economic impact payments" for individuals have garnered the most interest and have received a great deal of media attention over … [Read more...]
Establishing an Emergency Fund
Crises always seem to strike at the worst time. The next time you need unexpected car maintenance or a new HVAC system ASAP, a financial safety net could be in place to provide some resolution to these financial stressors. This can be accomplished by establishing and maintaining a cash reserve that … [Read more...]
Recorded Webinar: How Might the November Election Affect My Portfolio and Financial Plan?
The November election will take place during a global pandemic, and a recessionary economy. What was discussed during this webinar: • Are there wealth management plan changes that should be considered now and in the coming months? • Are there tax planning moves I should consider? • Is it … [Read more...]