December 12, 2017
Tax Tip Tuesday Financial Blog Post

Online Courses Can Help Charities Understand Taxes

If you’re a charity, you are likely doing all you can to help others and the last thing you on your mind is usually taxes. Despite being tax-exempt, charities still face specific tax issues. Luckily the IRS has created an online course to help. 
November 24, 2017
charitable remainder trust

Is a Charitable Remainder Trust for You?

Did you know that you could sell a business or a highly appreciated asset and not pay a dime in taxes? I know what you are thinking. Yes, it does sound too good to be true. However, this is not one of those cases. It is absolutely possible with a charitable remainder trust. Check out this video to find out how! 
October 20, 2017
what is a Tax Triangle

What is a Tax Triangle and Why Does it Matter

The Tax Triangle – a concept I utilize with our clients that we work with for years and years and years, But what is a Tax Triangle? It is a concept I use to illustrate where to position our money today so that we end up with the most favorable income coming to us in retirement… for tax purposes.
August 10, 2017

Achieving Charitable Desires While Increasing You Net Gain

When it comes to philanthropic giving business owners are often at the top of the list. Giving allows them to experience personal satisfaction as well as shelter some of their proceeds from Uncle Sam. Not only do they give on a regular basis, but many of my clients want to give a portion of their proceeds to their favorite charity upon the sale of their business. These donors/business owners are firm believers that they need to give some of the proceeds to a charity. Those charities run the gamut. Some are based on religious beliefs, while others are merely philanthropic desires.