A donor advised fund is an underutilized tool for charitable planning. Learn some key tax and non-tax aspects of this charitable strategy.

When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.

While many Americans are aware of common deductions such as mortgage interest, there are other common deductions that are missed far more often. Together, these missed deductions can add up up to sizable adjustment. Here are five common deductions that are often missed.

This edition brings perspective to recent market volatility, explains how the recent tax reg changes may affect your charitable giving, and inspires you to volunteer to make a stronger community and a healthier you!

The 2017 Tax Act made significant changes to the tax laws. There continues to be opportunities to minimize income taxes for taxpayers that take a proactive approach in analyzing their situation on a multi-year basis.

Substantiate your charitable gifts to receive the tax deduction you deserve. A little organization and discipline can lead to better results and save you time.