Author: john

What is a Donor Advised Fund and How Can it Supercharge your Charitable Giving

Do you have assets that are worth way more than you paid for them? These might be stocks, bonds, mutual funds, or even more obscure investments like privately held S-Corp shares or hedge fund interests. Do you give to charity? These could be a number of charities such as your local church, school, hospital, or […]

How Life Insurance can be one of your Greatest Tax Planning Tools

In tax planning there are essentially two primary goals: reduce/eliminate the income tax and reduce/eliminate the estate tax. To understand how life insurance fits into the picture we firsthave to understand some nuances of these two tax systems.   1. The Estate Tax   The estate tax is levied on the value of an individual’s […]

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