Property Tax Protest Anyone?
Property Tax Protest Season is upon us! Is it appropriate for your situation? Some facts and tips to help you decide.
Property Tax Protest Anyone? Read More »
Taxes
Tax Loss and Gain Harvesting – Intentionally Employed Tax and Portfolio Strategies
Markets go up and markets go down over the course of an economic cycle, but the long-term trend is “Up and to the Right”, making all downturns thus far temporary. Why not take advantage of the dips as well as the gains? We believe you can benefit from either condition. Here’s how.
Tax Loss and Gain Harvesting – Intentionally Employed Tax and Portfolio Strategies Read More »
The ABC’s of Gifting Appreciated Securities
There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources are always in demand!
The ABC’s of Gifting Appreciated Securities Read More »
Tax-Free Anyone? The Many Flavors of “Roth”
One of the forefront topics in the world of retirement planning was created with the advent of the Roth IRA: tax-free growth.
Tax-Free Anyone? The Many Flavors of “Roth” Read More »