Aug 24, 2021

We understand tax planning is not a fun subject to talk about. Most of us just hand over a bunch of stuff to our accountants at tax time and let them figure it all out.  However, we firmly believe it’s important to have a basic understanding in this area so you can ask the right questions!

On our final podcast of...

Aug 10, 2021

This episode marks part 3 of our 4-part series on tax planning strategies! This week, Jeff Montgomery and co-host Nick Craven briefly talk about a Donor Advised Fund, (DAF) which in its simplest form allows donors to make charitable contributions to a public charity and receive an immediate tax benefit. Later in...

Aug 5, 2021

This week, your host Jeff Montgomery alongside special guest Nick Craven, CFP®, continues the discussion on tax planning. Specifically, they tackle all things surrounding Qualified Charitable Distributions (QCD’s.) What are the benefits? QCD’s lower adjusted gross income, but why is that important? All...