ConnollySteeleDec 1, 20223 minStrategies for investors to cut taxes as year-end approachesThe overall stock market has been down during 2022 but there have been some bright spots. As year-end approaches, consider making some...
ConnollySteeleOct 19, 20223 minPlan now to make tax-smart year-end gifts to loved onesAre you feeling generous at year end? Taxpayers can transfer substantial amounts free of gift taxes to their children or other recipients...
ConnollySteeleSep 7, 20223 minYear-end tax planning ideas for your small businessNow that Labor Day has passed, it’s a good time to think about making moves that may help lower your small business taxes for this year...
ConnollySteeleNov 9, 20212 minFeeling generous at year end? Strategies for donating to charity or gifting to loved onesAs we approach the holidays, many people plan to donate to their favorite charities or give money or assets to their loved ones. Here are...