By Eve Kaplan, CFP® Here’s a smart way to make charitable donations that’s easy and cuts more of your taxes than the regular “write a check, take a tax deduction” route. The tool I recommend is called a Charitable Trust (sometimes also called a Donor Advised Fund). The time needed to set it up? As […]
Category: Taxes
Now That The Dust Has Settled…Smart Tax Moves In 2018
By Eve Kaplan, Certified Financial Planner® Now that the dust has settled, here are some smart tax moves to lower your taxes and/or avoid higher taxes/penalties in 2018. These steps may be especially helpful if you live in high property and high income tax states (e.g. New Jersey, New York, California) since state and local […]