Each person has their unique situation and it’s important they consult with their tax person. We prefer a collaborative approach – working with your tax person as a team to focus on your goals and mitigate your taxes where possible. We believe it is important to look at taxes in context with an entire financial plan.
Your tax professional will be able to provide guidance on tax strategies that can work for you. In our webinar replay, we provide an explanation of a few of the strategies, so you can explore the ideas that appeal to you with your tax person and integrate into your financial plan with your Wealth Manager.
In this blog, you’ll have access to: Tax Saving Strategies for Each Stage of Your Life
- Donor Advised Funds for Charitable Contributions
- Qualified Charitable Distributions for Donations
- Start Planning Your Tax Strategy with a Better Foundation
- Get Help from Tax Experts with our Tax Strategy Webinar
- Make Smart Financial Choices with Tax Strategies Customized to You
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Tax Saving Strategies for Each Stage of Your Life
Special Guest Jonathan Youngberg, CPA, MAcc, MST discusses tax saving strategies during the different phases of your life. Topics discussed include:
- Tax Changes in Recent Legislation
- Qualified Charitable Distributions
- Roth Conversions
- Charitable Giving
✅ DOWNLOAD: Tax Planning Over the Years
Donor Advised Funds for Charitable Contributions
Special Guest, Steven Perdigao, Philanthropic Practice Consultant at Fidelity Charitable, explains how to make charitable contributions using a Donor Advised Fund.
- A Smarter Way to Give
- Giving with a DAF
- Assets to Fund Philanthropy
- Legacy Planning
✅ READ BLOG: Donor Advised Fund - Efficient Charitable Giving
Qualified Charitable Distributions for Donations
A Qualified Charitable Distribution (QCD) provides an opportunity to contribute to your favorite charity while meeting your commitment to your Required Minimum Distribution (RMD), with less of a cost. Read our blog where we discuss:
- What Are Qualified Charitable Distributions?
- How to Contrast a Standard Donation from a QCD Donation
- QCD vs Gifting Appreciated Securities
- Is a Qualified Charitable Distribution Right for You?
✅ READ BLOG: Qualified Charitable Distributions Giving NEW!
Start Planning Your Tax Strategy with a Better Foundation
Tax filing deadlines, tax rates, deductions and more are difficult to keep track of from year to year. Our data sheets can help get you started.
✅ DOWNLOAD: Key Financial Data 2021
✅ DOWNLOAD: Key Financial Data 2022 NEW!
Get Help from Tax Experts
Press Play Below: View our Webinar Replay with Strategies to Reduce Your Taxes
Make Smart Financial Choices with Tax Strategies Customized to You
Our thanks to Jonathan Youngberg and Steven Perdigao for joining us on this webinar. Again, we recommend you work with your tax professional and Wealth Manager as a team to determine the strategies that are best for you.
Consider Roth Conversions, Qualified Charitable Distributions and Donor Advised Funds where appropriate. We want to help you make smart financial choices. Reach out to the Wealth Managers at Financial Journey Partners if you have additional questions.
Financial Journey Partners is Here to Help You
Our Financial Journey Partners office is based in San Jose, California. We have clients that live in many states across the country. If you have questions about your investments or financial situation, call us to schedule time to talk about your specific situation.
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Financial Journey Partners, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. We recommend you consult a qualified tax professional to discuss your tax situation. Jonathan Youngberg and Steven Perdigao are guest speakers and are not affiliated with FJP and Mutual and views expressed are their own and not necessarily that of Mutual Advisors. Investment advisory services are offered through Mutual Advisors, LLC DBA Financial Journey Partners, a SEC registered investment adviser.