Introduction: Donor-Advised Funds (DAF) and ethical considerations in tax planning are essential topics for individuals seeking to align their
Net Unrealized Appreciation
Why is net unrealized appreciation a useful tool? The greatest potential benefit of net unrealized appreciation is the ability to apply long-term
2022 Last-Minute Tax Planning Tips
As we approach April 15th of this year, some clients have asked if there is anything they can do to minimize their taxes this late in the game. Here
Last-Minute Tax Planning Tips
By Scott Bishop and Tom Mountain It’s that time of year again—tax season is upon us. This is not the year to procrastinate! We know that the IRS is