Nov 16, 2020 | Investment Management, Money Stress, Steve Campbell, Travis Maus
What if there was a way to maximize your tax savings while simultaneously increasing the size of your donations? There is! In today’s video presentation, we break down the following concepts: 𝗗𝗼𝗻𝗼𝗿-𝗔𝗱𝘃𝗶𝘀𝗲𝗱 𝗙𝘂𝗻𝗱𝘀 – What are they? How do...
Nov 9, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
🖐🏼 Welcome back! Today we are kicking off a new year-end tax planning mini-series. This series is intended to help you identify potential tax savings opportunities you could be taking advantage of before 12/31. 📈 This video focuses on capital gains....
