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Can Charitable Bunching (Clumping) To A Donor Advised Fund (DAF) Lower Your Taxes?

Can Charitable Bunching (Clumping) To A Donor Advised Fund Lower Your Taxes?

Can Charitable Bunching (Clumping) To A Donor Advised Fund (DAF) Lower Your Taxes? As school starts and 2022 winds down, now is a good time …

SMAs & Direct Indexing – Separately Managed Accounts (SMAs) Can Lower Taxes

https://youtu.be/naCOYXtBIZA Mark discusses the four main reasons you may want to use an SMA: Taxes –Separately Managed Accounts (SMAs) Can Lower Taxes  Taking Your Own …

Choosing A Trade School Over A Four-Year Degree – A Talk With A Parent (Audio Only)

Mark speaks with a real-life parent and discusses her son’s choice to attend a trade school. No one doubts that college can be a great …

The HOWs of the new student loan forgiveness

The HOWs of the new federal student loan forgiveness program  President Biden announced that a student loan forgiveness plan would go into effect this year …

Is Your 529 Packed?

Architecture of Wealth Show Notes: Is Your 529 Plan Packed? Getting Your 529 Plan Ready For College. (Please Forgive The Sound – We Were Outside …

NSOs (Non-Qualified Stock Options) vs. RSUs (Restricted Stock Units)

(Podcast and video to follow) Podcast: https://thearchitectureofwealth.podbean.com/e/nsos-vs-rsus-how-to-make-a-good-equity-compensation-choice/ Takeaways Blog RSUs vs. NSOs   Takeaways More companies are giving employees a choice between NSOs (Non-Qualified Stock …