Tax DoctorDec 10, 20212 min readIt’s Not Too Late to Cut Your Current Tax Bill in Half!Donor-Advised Funds or “DAFs” can normally be established with a one-page simple account form, requiring minimal information.
Tax DoctorDec 3, 20212 min readTime to Give, but Also Receive (from Uncle Sam)!There is one very useful tool that many senior citizens are not aware of that can help with charitable giving and tax planning: QCD
Tax DoctorOct 22, 20213 min readThe Most Used Tax Planning Concept for November and DecemberToday we’re going to talk about the most used tax planning concept in the month of November and December, charitable planning.