May-2021 Deliver Massive Value with Qualified Charitable Distributions (QCD)

Recommended Articles

Your Retirement Tax Bracket Might Be Higher Than You Think

Background One of the most commonly-searched phrases around taxes and retirement is “retirement tax brackets.”   Your clients want to know what to expect in retirement. However, when it comes […]

Read More

Advisors’ Guide to Capital Gains Taxes and Tax-Loss Harvesting

Unlike income from working a job or operating a business, which is subject to tax as it is earned, capital gains and losses are unique in that taxpayers can choose when to recognize a taxable transaction.

Read More

Why Not to Do a Roth Conversion in 2022

While a powerful tool, Roth conversions are not a universal solution to reducing taxes.

Read More