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What About My Retirement Accounts?: Tax Efficient Charitable Giving Strategies Part 3 of 3
Tax-deferred accounts are popular tools to save for retirement, but for some retirees, these accounts come with a new challenge—Required Minimum Distributions (RMDs).
Maximizing the Benefit: Tax Efficient Charitable Giving Strategies Part 2 of 3
This part of our charitable giving series will focus on maximizing the amount your charity receives while also maximizing your tax benefits. We’ll discuss donating appreciated assets and leveraging Donor-Advised Funds for greater impact.
Laying the Groundwork: Tax Efficient Charitable Giving Strategies Part 1 of 3
Imagine a way to support your favorite charities while also cutting your tax bill. Sounds perfect, right? Before diving into specific strategies, it’s crucial to understand two essential concepts.
Beyond The Numbers – How the 4Cs Affect Business Value
It’s relatively easy to look at top-line revenue and profit, but there’s always more to the story. What are the 4Cs and how do they affect your business’s value?
Emotionally Intelligent Investing
Most investors, even professionals, woefully underperform the indexes. Ironically, attempts to “beat the market” sabotage long-term results, driven not by analytical errors but by emotional ones. Fortunately, strategies exist to both sidestep these pitfalls and leverage them to your advantage.
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