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Pure’s Tax Planner, Frank Haney, CPA, shares six smart tax strategies designed to help you feel more prepared for your tax filing. Transcript We all know that filing your tax return can be stressful, confusing, and a headache at best. So here are six smart strategies to make this filing year easier. 1. Tax Filing […]
Pure’s Director of Tax, Amanda Cook, CFP®, CPA, Esq, walks you through the tax-saving opportunities available to you. Learn strategies that can make a meaningful difference come tax time. Outline 00:00 Intro 00:43 Important deadlines 2:02 Tax terms 5:48 One Big Beautiful Bill Act (OBBBA) 9:32 Standard Deductions 12:20 Tax bracket example 12:45 Q&A Can you […]
Would you like to secure a guaranteed income while leaving a meaningful legacy for a charity you care about? A charitable gift annuity might be the right fit for you. Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF® explains what it is, how it works, and the benefits it offers. Learn more about: Definition Tax […]
