Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Charitable Planning

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

How are Charitable Contributions Used to Reduce Estate Taxes?
Charitable Planning

How are Charitable Contributions Used to Reduce Estate Taxes?

Increasing tax changes for the wealthy are coming, and motivation to find ways to protect the wealth is getting increased attention, according to a recent article from CNBC entitled “Here’s how to reduce exposure to tax increases with charitable contributions.” Charitable remainder trusts (CRTs) and Donor Advised Funds (DAFs) are options for people who are…

Read More »
Tax Planning Strategies
Asset Protection

Tax Planning Strategies for 2021

Although uncertainty surrounding the likelihood of tax reform continues for the moment, there are still several wealth transfer strategies that can be considered by those wanting to make gifts.

Read More »
Estate Planning Meets Tax Planning
Asset Protection

Estate Planning Meets Tax Planning

By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.

Read More »
Subscribe!