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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 […]
As year-end approaches, many look to maximize tax deductions through charitable giving. Donating highly appreciated assets, such as stocks or real estate, through a charitable remainder trust (CRT) is an effective strategy. Pure’s Financial Advisor, Michael, CFP®, AIF®, highlights how CRTs offer tax and estate planning benefits while allowing you to support a cause you […]
