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2023 Tax Planning Checklist

The tax deadline (April 18) is quickly approaching and it’s that time of year to prepare for your tax return. Pure’s Financial Planner, Scott Huband, CFP®, AIF®, takes you through a quick checklist to make sure you have all the right documents and deductions. FREE GUIDE | 2023 Tax Planning Guide Transcript Tax season is […]

10
MAR
2023
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Donate More, Pay Less Tax: 7 Tax-Efficient Charitable Giving Strategies

‘Tis the season to give and to get back. Americans give billions of dollars to 501(c)(3) non-profit charitable organizations throughout the year. While most of us know that you can get a tax deduction for giving, do you know how to maximize that tax deduction? In this webinar, Alan Clopine, CPA, Chief Financial Officer and […]

15
DEC
2022
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Charitable Giving: Steps on Informed Donating

Updated for 2022 ‘Tis the season to give and get back! Americans give billions of dollars to charitable organizations throughout the year. While most of us know that you can get a tax deduction from giving, do you know how to maximize that tax deduction? In this guide, you’ll learn how to maximize your tax […]

05
DEC
2022
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Charitable Giving and Tax Deductions

‘Tis the season to give and to get back! Alan Clopine, CPA lists many ways to maximize your tax deductions when giving to charity by using donor-advised funds, bunching donations, qualified charitable distributions, charitable remainder trust, charitable gift annuity, gifting appreciated stock, and much more. DOWNLOAD | 2021 TAX PLANNING CHECKLIST Subscribe to our YouTube […]

06
DEC
2021
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Donor-Advised Funds | Financial Tip

Donor-Advised Funds – The gift that gives back! William Hodapp, CFP®, CPA, AIF® explains how you can support your favorite charity, get a tax deduction, and potentially grow your contribution to benefit charities even more. DOWNLOAD | 2021 TAX PLANNING CHECKLIST Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services […]

06
DEC
2021
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Ask The Experts: Charitable Giving That Gives Back

No one likes to think about life after they are gone, but it can you give some valuable peace of mind to know that your loved ones are taken care of after your days on this planet have ended. We asked financial professionals Joe Anderson and Alan Clopine how to utilize a stretch IRA and […]

06
NOV
2019
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3 Ways to Donate to Charity From Your Investments

There are so many non-profit causes worthy of your charitable gifts. You can donate to charity from your investments rather than writing a check! In this video, Kyle Stacey, CFP® outlines 3 planned giving strategies that will save you money on taxes, allowing you to stretch your donations to charity even further. Transcript: So today […]

21
AUG
2019
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Medicare Beginner’s Guide: What You Need to Know Now

Danielle Kunkle Roberts of BoomerBenefits.com on Medicare basics, parts A to D, signing up, common mistakes, Medigap vs. Medicare Advantage, recent improvements to Medicare, and the future: will Medicare For All or Medicare At 50 become reality? Plus, Joe and Big Al answer your money questions: are health insurance premiums deductible? And when do you […]

18
JUN
2019
LISTEN NOW
SEASON 5, EPISODE 10

Charitable Giving That Gives Back

Do you have some extra money this holiday season and want to give to charity? What if you could make that gift stretch a little further and ease your tax burden? Financial experts Joe Anderson and Alan Clopine breakdown different strategies to help make giving to charity a little easier. From analyzing your overall needs […]

18
NOV
2018
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