Taxes

Like everyone else I do not like paying taxes and welcome ways to save more of my hard-earned money. On the one hand paying taxes means you made money and is a positive, though it does not mean you should not use the strategies available to keep more of your money. Utilizing techniques and account types available to you can reduce the impact of taxes and increase the odds of success for a financial plan. I can help you with tax savings ideas.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Give Me a (Tax) Break: Tax Implications for Charitable Trust

Charitable trusts offer a strategic way to align your financial and philanthropic goals. Explore your options in this guide.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Saving to Spending: Build a Tax-Smart Withdrawal Strategy

Maximize your hard-earned assets and set the stage for a rewarding retirement with a tax-intelligent withdrawal strategy.