Charitable Donation of Securities

 April 24, 2025 |Charles W. Cullen III
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...
Read more

Borrowing to Invest, When is Interest Tax-Deductible

 April 17, 2025 |Charles W. Cullen III
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...
Read more

Income From Joint Accounts Held Between Spouses

 April 10, 2025 |Charles W. Cullen III
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
Read more

First Home Savings Account

 April 03, 2025 |Charles W. Cullen III
With spring around the corner, the home buying and selling market typically heats up. For those who are buying there first home, opening up a FHSA (First Home Savings Account) is a great first step. For more information, please reach out. Click Here
Read more