Beyond Bulls & Bears

Key tax planning strategies for business owners
Wealth Planning

Key tax planning strategies for business owners

Businesses may face challenges but there are also a number of tax-smart strategies that can help mitigate tax liability and enhance efficiency. Our Bill Cass discusses several tax-smart strategies to consider.

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.