Donor Advised Funds (DAFs) have gained popularity in recent years as an effective tool for charitable giving. DAFs offer immediate tax benefits, as donations to a DAF provide a tax deduction in the year they are gifted. These funds offer an incredibly flexible way to…
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Archives for May 2023
Tax Planning For Gen X & Gen Y Business Owners
We just got past tax filing deadline and as a Gen X or Gen Y business owner, tax planning can be overwhelming. Today, I’m going to share five key tax planning tips that can help you save money and stay compliant with tax laws. …
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You Have Money, Why Isn’t It Making You Happy?
“The world is not driven by greed, it is driven by envy” Charlie Munger, Vice Chairman, Berkshire Hathaway “Comparison is the thief of joy” Theodore Roosevelt Our lives are objectively the best humanity has ever had, yet complaining and dissatisfaction are as…
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A Quick Guide To Getting The Most Value From The Sale Of Your Business
If you are counting on selling your business to create a pool of wealth to fund retirement and possibly create a legacy, there are some things you can do now, whether or not the sale is imminent. Get Your Ducks in a Row And by…
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