Many of our clients are in the fortunate position to be providing an inheritance to their children and grandchildren. While there’s comfort in knowing you’ll ultimately be helping your loved ones financially, lifetime gifts can provide a psychological reward you’ll never experience if you wait until after you die to pass your money on. When…

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Having just survived another tax season, many tax filers will be on the hunt for any write-off or deduction that may help reduce their future tax liability. In the spirit of making lemonade out of lemons, many have used losses on capital assets to ease the tax burden. In that regard, I’m often asked if…

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A Qualified Charitable Donation (QCD), also known as an IRA charitable rollover, is a tax savings tool for charitably inclined IRA owners. First introduced in the Pension Protection Act of 2006, QCDs were originally permitted for years 2006 and 2007. Since then, however, QCD rules have been in constant limbo. They’ve lapsed, been reinstated (often…

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