Run The Numbers Before Donating Appreciated Assets To Charity

Are you charitably inclined? If so, you probably know that donations of long-term appreciated assets, such as stocks, have an advantage over cash donations. But in some cases, selling appreciated assets and donating the proceeds may be a better strategy. That’s because adjusted gross income (AGI) li..........

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Scott Henvey
Scott Henvey

16 January, 2023

Executives, Tax Reform, Planning, Retirees, Text Preparation Planning, Business Owners, Divorcees and Widows, Investment Advisory & Wealth Mangement

Help guide your family with a road map for your estate plan

You’ve likely spent a lot of time working with your advisor to plan your estate. While documents such as your will, various trusts and a power..........

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Scott Henvey
Scott Henvey

22 June, 2021

Planning, Text Preparation Planning, Accounting Services, Investment Advisory & Wealth Mangement

Sec. 529 vs. Roth IRA plans - Choosing a college savings tool

Many people assume that a Section 529 plan is the ideal college savings tool. But the Roth IRA can also help parents save for college expenses. This article reviews the strengths of each. For examp..........

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L&H CPAs
L&H CPAs

14 July, 2020

Taxes, Tax Reform, Text Preparation Planning

Asset protection is just as important as tax planning

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L&H CPAs
L&H CPAs

14 July, 2020

Taxes, Tax Reform, Text Preparation Planning

Making gifts to loved ones Don’t forget tax planning

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L&H CPAs
L&H CPAs

14 July, 2020

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