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Americans—especially the affluent—are some of the most charitable people in the world.* Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable tax…

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With memories (nightmares?) of this year’s tax season fresh on your mind, now is the perfect time to consider strategies and actions to make next year as painless as possible for you, your tax preparer and your bank account. 1. Assess Your Latest Effort Did you have all your records at your fingertips? Did you…

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“The hardest thing in the world to understand is the income tax.”  – Albert Einstein We are sure that many of us, would indeed, echo the sentiments of Mr. Einstein. There is no question that the world of income taxes can be a mystifying and sometimes challenging place. As we enter the final week of…

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With memories (nightmares?) of the tax season fresh on your mind, now is the perfect time for strategies and actions to make it as painless as possible for you, your tax preparer and your bank account. 1. Assess Your Latest Effort Did you have all your records at your fingertips? Did you have to go…

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taxes, money

With memories (nightmares?) of the recent tax season fresh on your mind, now is the perfect time for strategies and actions to make the next one as painless as possible for you, your tax preparer, and your bank account. A smoother tax season next year starts with an honest and thorough look at what you…

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