Although there is still time before the 2023 deadline, many Americans should think about optimizing their financial strategies, so as to avoid overlooking a crucial opportunity of making last-minute Individual Retirement Account contributions.

Tax-Loss Harvesting: A Strategic Approach to Reduce Tax Liabilities

Nov 17th, 2023 2m 19s

TOPICS:As we approach the end of 2022, it’s important to look at tax-loss harvesting, which stands out as a savvy strategy for investors seeking to minimize their tax liabilities.Global Advisers does not provide tax or legal advice, and we stro

Managed Philanthropy: Tax-Smart Charitable Giving Strategies

Jan 18th, 2023 7m 6s

This article reviews some of the ways in which you may optimize your charitable giving and get a head start on preparing your taxes for 2019 in light of the new tax legislation. Specifically, it reviews a facet of the Tax Cuts and Jobs Act of 2

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