Ara Abrahamian, CRPC® June 1, 2021 Education Planning 529 Plans: Not Just for Paying for College Anymore Ara Abrahamian, CRPC® June 1, 2021 Education Planning 529 plans used to be limited, but recent legislation allows them to pay for much more than college tuition.
Karly Holland, CFP®, CTS™ April 30, 2021 Tax Planning Understanding Tax Planning and How it Can Help You Karly Holland, CFP®, CTS™ April 30, 2021 Tax Planning Tax planning is convoluted, but understanding the basics could help reduce your tax burden.
Ara Abrahamian, CRPC® December 3, 2020 Tax Planning Donor-Advised Funds: Do Good While Getting a Tax Deduction Ara Abrahamian, CRPC® December 3, 2020 Tax Planning Recent tax law changes made the donor-advised fund (DAF) tax deduction attractive. We discuss who a DAF is ideal for and the 3-step process for giving.
