Noncash Charitable Donations
January 3, 2023
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making noncash charitable contributions can be...
Read 5 Common Tax Questions
October 15, 2022
Q: Does it make sense for me to itemize deductions on my taxes? A: It depends. If your...
Read End of Year Tax Checklist
September 29, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
Tune In Tax-Loss Harvesting
September 15, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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