For those who are charitably inclined, making your charitable donation using appreciated securities rather than cash is worth exploring. This article discusses the potential tax benefits and strategies that many of our clients use. For more information...

As part of your overall financial plan, you may have borrowed money in order to invest. One attraction of borrowing to invest is the ability to deduct your interest expense for tax purposes. However, it is important to note that using borrowed money to...

It is often assumed that spouses can split income earned in a joint account. This is not the case. To learn how the income is allocated, please click the article. For more information, please reach out. Click Here