This the second in a series of blog posts about Donor Advised Fund (“DAF”) charitable contributions. In the interest of keeping these posts more bite-sized, each post will cover a few topics related to DAF contributions.
With 2018 already nearly half gone, it’s a good time to double check your income tax withholding to see if you are having adequate withholding done to cover your total
In finance and accounting, there’s a principle called “the matching principle”. In the 15th Century, an Italian Franciscan friar named Luca Pacioli was the first scholar to publish a detailed
So you’ve been living in your home for a few years now and you’ve noticed that your mortgage balance is getting to an amount that you could possible pay off
What the hell just happened? Now that the elections are over for this cycle, are there any additional year end tax planning techniques that taxpayers should consider? The answer depends
This is the fourth in a series of posts covering year-end tax planning ideas for 2016. Here we’ll discuss a grab bag of ideas covering a few different areas. Deferring
Here in the third installment of the series of posts about year end tax planning, we’ll cover some strategies dealing with stock-based compensation. Employers that offer stock-based compensation typically
This is the second in a series of posts addressing year-end tax planning topics for 2016. Topics addressed in this post deal mostly with various capital gain issues. As with
One question we receive a few times a year is whether a W-2 employee who is already covered by a retirement plan through their employer at work (for example, a
As we near the end of September and the beginning of October, it’s not too early to begin thinking about year-end tax planning for 2016. This post is the first
