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Tax Smart Charitable Gifting

New laws for 2018 tax returns resulted in only 8% of taxpayers itemizing their deductions 1. This means that the remaining 92% of Americans no longer receive any tax benefits for their charitable contributions.  This article shows how to recapture lost tax deductions for charitable contributions. First, a couple of facts on tax deductions: for…

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Asset Allocation Versus Asset Location?

When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors have been making when it comes to populating their investments. Read more about asset location vs asset allocation on CNBC.

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Stop Giving Free Loans: Why You Need To Review Your W-4

This article was originally published on Forbes on June 17th, 2018.   If you receive an employee paycheck from your company—physical or direct deposit—you might be wondering how your company magically knows how much tax to withhold. Here’s a secret—they are guessing (estimating, really), and you might need to double check to make sure they’re right.…

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