Beyond Bulls & Bears

Tax planning should be a focus for all seasons
Wealth Planning

Tax planning should be a focus for all seasons

Tax filing season may be over for many, but tax planning is an important focus year-round. Consider post-tax season strategies including optimizing deductions or adjusting retirement contributions. Our Bill Cass shares some tax planning ideas to consider.

Putting your tax refund to work
Wealth Planning

Putting your tax refund to work

Taxpayers plan to use their tax refunds for essentials and debt repayment, as well as savings strategies. Our Bill Cass shares ideas and strategies to consider this year.

End-of-year giving tips: Tax savings through charitable contributions
Wealth Planning

End-of-year giving tips: Tax savings through charitable contributions

To maximize tax benefits from year-end charitable giving, you may want to use strategies like lumping contributions, making qualified charitable distributions from IRAs, and gifting appreciated assets. Our Bill Cass shares the key questions to think about when planning.