Tag Archives: donor advised fund

Tax-Smart Charitable Giving for #GivingTuesday

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For the past several years, I’ve made an annual credit-card donation to a particular charity. This year, I waited until #GivingTuesday — that’s today, Dec. 3, when charities encourage people to donate online. I held off because I knew that on #GivingTu… Continue reading →

2019 Tax Savings Strategies for Retirement

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For people nearing retirement or in retirement,  every dollar counts  and planning ahead is paramount. That’s especially true for taxes. Now that 2018 tax returns are behind us, this is an opportune time to look for 2019 tax savings strategies for reti… Continue reading →