Tax Planning
Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth.
How Asset Location Can Help Save on Taxes
Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.
Noncash Charitable Contributions for Tax-Smart Giving
Leveraging the appreciation of assets such as real estate or stock to make charitable gifts can help maximize your philanthropic impact and reduce your taxes.
Tax-Saving Moves You Can Make Before Year-End
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end.
12 Tax-Smart Charitable Giving Tips for 2024
Increase your charitable impact while potentially reducing your taxable income.
Is a Private Foundation Right for You?
Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.
How to Manage a Windfall
Three tips for incorporating a large influx of assets into your financial plan.
Thinking About Downsizing Your Home?
Moving to a smaller house can have many financial advantages. Here's what you should consider from a tax perspective.
Are Political Contributions Tax Deductible?
While charitable donations are tax-deductible, political contributions decidedly are not. Understanding the distinctions can help ensure that your giving is aligned with your objectives.
Which Charitable Trust Is Right for You?
Charitable lead trusts or charitable remainder trusts can help satisfy your philanthropic and financial goals. Here's how to include charitable intentions in your estate plan.
Tax Efficiency in Retirement
Learn about two different withdrawal strategies that can be used to efficiently manage your taxes in retirement.