Special Report: Making the Most of Your Charitable Giving
’Tis the season and at Adviser Investments we think charitable giving and a personalized tax strategy go hand-in-hand. In our newest Special Report, Making the Most of Your Charitable Giving, we explore five strategies we’ve helped clients use over the years to build their charitable legacies. After you read this exclusive report, give us a call if you’d like to discuss how to create a tax-aware plan for your philanthropic efforts!
Special Report: Year-End Portfolio Checklist
When the days get shorter, it also means time is running out to make year-end tax-saving moves. While it can be difficult to focus on tax preparation during the hectic holiday season, it’s a good time to take steps that can pay dividends next year and beyond. This exclusive checklist provides straightforward, proactive tips for investors of every stripe. Taking the time to fine-tune…
