Even when markets are down, like the one we are currently experiencing, certain strategies can help mitigate losses and improve an investor’s long-term financial success.

As we approach the mid-way point of 2022, it’s an excellent time to take a closer look at your projected 2022 tax liability.

Changes in IRS regulations will impact IRA inheritances and will have tax implications for beneficiaries.

A Donor-Advised Fund is a popular, flexible, and tax-efficient way to contribute to your favorite charities.

As we wrap up 2021, it’s an excellent time to take a closer look at your projected 2021 income tax liability. If any assumptions that were made at the time of filing your prior year return are no longer accurate, these issues are best addressed before the end of the year.