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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 […]
