Turbo Charging Your Charitable Giving

December 1, 2017

Year end is the time many people focus on charitable giving, probably partly due to tax planning, but also as a reflection of the gratitude during the Season of Giving. Two ideas I like to share with clients, if appropriate, are the concept of a donor-advised fund and the Qualified Direct Charitable Rollover from a retirement account. Read more

Taking the Tax Bite Out of Raising Kids

March 1, 2017

Raising kids is expensive. By my estimate, it can cost close to $500K to raise a child, including college, in expensive parts of the country like the Bay Area. So, it’s helpful to know that there are certain tax advantages to having kids. A few of the more common ones are outlined below.

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