Tips for the 2021 Tax Season
Preparing for the 2021 Tax Season How a financial advisor can help you manage your taxes this year Reducing your tax burden can help you manage your wealth and free up money to meet your financial goals and build your legacy. But tax rules are complicated, and you may need help understanding all the methods…
How to make the best of your charitable donations
Over the past four years, the United States has enacted several new pieces of tax legislation that had a significant impact on tax and retirement planning at every level. 2017 brought the Tax Cuts and Jobs Act, or the TCJA for short, that made sweeping changes throughout the tax code. In 2019 Congress passed the…