William is a client that utilizes a Qualified Charitable Distribution each year to meet the RMD obligation from his IRA. As an aside, a QCD is a distribution from your IRA made directly to a charity and is available after age 70 ½. This is usually a tax-smart move for...

Susi is a highly compensated executive in a very well-known national organization. In a recent meeting she asked me what she could do to reduce her tax liability. We get this question A LOT. And there are a couple of very easy answers. Number One is make less money....

I was recently asked by a client with a young family if they should open a 529 college savings plan for their young daughter. The answer was, “Probably, but not exclusively.” Here is what I meant by that: A 529 plan is hands down a fantastic college savings tool. If...