Alternative Minimum Tax (AMT) and the Proposed Changes that may Affect High-Income Earners

 August 31, 2023 |Charles W. Cullen III
Although not yet law, the government has proposed changes to the Alternative Minimum Tax (AMT) that may now impact you, when it may not have in the past. For more information, please reach out. Click Here
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Charitable Donations of Securities

 November 03, 2022 |Charles W. Cullen III
As year end approaches, now is a good time for those who are charitably inclined to think about donating shares in kind. This article discusses the potential tax benefits and strategies that many of our clients use. For more information, please reach...
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Charitable Donations

 June 10, 2022 |Charles W. Cullen III
To incentivize giving, the government provides a tax credit when making an eligible charitable donation. How to qualify, and how the tax credit is calculated can be found in this article. Any questions, on this or other charitable giving strategies, please...
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Charitable Donations

 May 26, 2021 |Charles W. Cullen III
It's exciting for me to see my clients supporting charities that are important to them. We also receive a meaningful tax credit when giving. Let me know if I can help. Click Here
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