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Charitable Giving and Tax Planning

by JACKSON KEENAN, CFP®, DIRECTOR OF FINANCIAL PLANNING As we enter the season of charitable giving, it is important to match your desire for making a difference while also being thoughtful with your tax planning.  Many of our clients have … Read More

End-of-Year Tax Planning Strategies

By JACKSON KEENAN, CFP® While most Americans’ tax deadline will be Monday, April 15, 2024, at MONTAG, I recommend that our high-net-worth clients consider Sunday, December 31, 2023, as their deadline. In today’s blog, I will discuss tax planning strategies … Read More

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