Before the year is over, cover all your bases and review tax savings strategies to assess if it is beneficial today or in the future. Part of planning is trying to optimize tax savings over your entire lifetime. Below is a list of questions to ask yourself and answer before December 31st. Review Tax Withholding […]
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December is fast approaching, now is a great time to review your charitable gifting plans. Here are a few key points of information to know, as well as the potential benefits of charitable gifting. Charitable Gifting Info to Know December 31 is the cutoff date for donations. Organization must be registered with the federal government
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Read the blog written by one of our Lead Advisors, Jerry Yox, CFP® on Year End Strategies for 2021. Give us a call if you feel you need to schedule a time to explore how these strategies may be applied to your unique situation. As potential tax law changes and other challenges (or opportunities) evolve
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