
How to Avoid Paying Taxes with Charitable Giving
Through the act of giving, we receive. How wonderful that this also applies when tax season rolls around. It’s that time again, so learn to
Through the act of giving, we receive. How wonderful that this also applies when tax season rolls around. It’s that time again, so learn to
Wealthy people in Bountiful and surrounding areas need to think proactively about tax planning now more than ever. The current political situation is likely to
The big questions: Did the Build Back Better Bill pass? The short answer: No – it has not: it remains very much in question. Americans
Filing taxes is a life-long responsibility; not one to fret, but one you can learn to enjoy and make beneficial to your retirement plans. There
Every time you earn, spend, save, and invest your money there are tax implications. Almost every financial decision you ever make will be taxable. Instead
Shopping for a financial advisor isn’t like shopping for a pair of shoes or a new car. If you try on the shoes and they
If retirement planning seems overwhelming, you’re not alone and you don’t have to be, either. You’re about to take a huge step into the next
How are you compensated for your work? If you are like most working professionals, your main form of compensation is a weekly or bi-monthly paycheck
A Do-It-Yourself approach in certain circumstances can be an effective way to save money. Renting a moving truck and doing the lifting yourself is far
How the Change in Retirement Laws Will Affect You We trust everyone had a wonderful holiday season. Whether you reached your personal goals last
It’s no secret, 2022 was an unpleasant year for investors. The Dow Jones Industrial Average (30 stocks) and the broader-based S&P 500 (500 stocks spread
Did you know that the Covid-19 pandemic increased the overall U.S. awareness of the need to have a will, living trust, or other similar end-of-life
Though they are often mistaken for one another, a will and a trust are very different legal documents. Both are legal instruments that ensure any
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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