If you have philanthropic inclinations and large capital gains in your investment portfolio or expect an unusually high-income year, you might want to consider a tax-advantageous way to give to your favorite charities: a Donor-Advised Fund (“DAF”). A DAF is...
Wealth Planning
Tax Planning 2016 – Estate and Gift Tax
Tax Update #42: 2016 Year-End Estate and Gift Tax Planning This summary explores some of the 2016 year-end estate and gift tax planning opportunities available to taxpayers. Click here to learn more
Tax Planning 2016 – Business Income Tax
Tax Update #41: 2016 Year-End Business Income Tax Planning This summary explores some of the 2016 year-end business income tax planning opportunities available to taxpayers. Click here to learn more
Tax Planning 2016 – Individual Income Tax
Tax Update #40: 2016 Year-End Individual Income Tax Planning This summary explores some of the 2016 year-end individual income tax planning opportunities available to taxpayers. Click here to learn more
Tax Planning – Individual Income Tax
Tax Update #30: 2015 Year-End Individual Income Tax Planning This summary explores some of the 2015 year-end individual income tax planning opportunities available to taxpayers. Click here to learn more
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