Donor-Advised Funds: A Smart Tax Strategy

High-income earners are increasingly using donor-advised funds (DAFs) as a strategic tool to reduce taxes while maintaining control over their charitable giving.
Designing a Tax Strategy Using the Investment Tax Credit (ITC)

A Practical Guide for Business Owners and Project Sponsors KEY TAKEAWAY ITC directly reduces taxes — It can offset most federal tax liability, making it
Creating a Tax Strategy Using the Augusta Rule

by: Elizabeth Brown and Hank Winston KEY TAKEAWAYS The Augusta Rule creates a unique tax strategy by allowing you to shift business income to personal