Save Yourself Some Money with a Donor-Advised Fund

BriefsBy Meredith Genova February 12, 2018

QUESTION: I just lost my state and local tax deductions in the recent tax reform, and I have no mortgage interest to deduct. Is there anything I can do to lower my taxes? ANSWER: The new tax law eliminates miscellaneous deductions, and limits state and local tax deductions to $10,000. This means married taxpayers without…

College Funds Can Now Pay For Grade School and High School

BriefsBy Juliana Doan January 10, 2018

Thanks to recent federal tax reform, you can now use your kids’ college funds, or 529 plans, to pay for up to $10,000 a year for primary and high school expenses.

Save Yourself Some Money with a Donor-Advised Fund

College Funds Can Now Pay For Grade School and High School

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