Before the year comes to a close, it is imperative to make sure your financial affairs are in order. Additionally, you still have time to take advantage of some financial planning opportunities that could potentially reduce your taxes.
Category: Tax Planning
Despite the changes that were made to income tax deductions through the Tax Cuts and Jobs Act of 2017, there are still several strategies that a donor can utilize to reap a tax benefit from charitable giving.
Investing tax efficiently is a complicated, but critical component to portfolio management. When you invest tax-efficiently, you minimize the taxes that you pay while maximizing the dollars that you keep. Is your portfolio being managed tax-efficiently?