6 Tips for Tax-Free Gifting
April 4, 2023
The annual gift tax exclusion is a win-win for taxpayers, allowing you to share your wealth during your lifetime...
Read 5 Common Tax Questions
March 15, 2023
Q: Does it make sense for me to itemize deductions on my taxes? A: It depends. If your...
Read 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 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,...
Watch