Seniors: Reduce Your Tax Burden by Donating to Charity through Your Retirement Account
If you’re an IRA owner—age 70½ or over—qualified charitable distributions (QCDs) are great options for making tax-free gifts to charity. You can transfer up to…
Year End Tax Planning Strategies
As we wrap up 2021, there’s many tax planning strategies to consider. As your tax and financial team, we want to help you navigate your…