by Joe Allaria CFP®, MBA | May 24, 2024 | Article, Tax Planning
Reduce Taxes with Charitable Giving Charitable giving not only supports meaningful causes but can also help reduce taxes if done strategically through gifting appreciated shares, Qualified Charitable Distributions (QCDs), and Donor-Advised Funds. Give to Charity...
by Joe Allaria CFP®, MBA | Dec 11, 2021 | Article, Tax Planning
Charitable Donations Using Stock, Not Cash Charitable donations can help lower taxable income for those that itemize deductions, and donating appreciated shares of stock instead of cash could also help eliminate capital gains to the stockholder. Making charitable...
by Joe Allaria CFP®, MBA | Oct 19, 2020 | Article, Portfolio Management, Tax Planning
5 Smart Tax Moves for your Brokerage Account Whether you acquired a brokerage account via inheritance, divorce, or simply contributing over time, a brokerage account combines the growth potential of stocks and mutual funds with the liquidity of a savings account....
by Joe Allaria CFP®, MBA | Apr 29, 2020 | Article, Portfolio Management, Tax Planning
What is Tax-Loss Harvesting? The COVID-19 Crisis has had the most profound impact on every member of society, perhaps ever. Investors have been forced to decide what financial moves to make, if any. If you have reasoned in your mind that staying invested and taking no...
by Joe Allaria CFP®, MBA | Nov 3, 2018 | Article, Tax Planning
Can I Lower My Taxes with a Donor-Advised Fund? Due to the passing of the Tax Cuts and Jobs Act of 2017, the Tax Policy center estimates that the number of households claiming an itemized deduction for their gifts to non-profits will be reduced from 37 million to...
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