Insights2023-06-20T19:57:42+00:00

INSIGHTS

Brian Tullio Quoted in Financial Advisor Magazine

By |February 25th, 2025|

When using qualified charitable distributions to fund charitable gift annuities, it’s important to plan carefully to maximize tax benefits. Wealth Manager Brian Tullio provided insight on funding CGAs with QCDs in a recent Financial Advisor Magazine article. “Once a donor funds a CGA with a QCD, whatever the [...]

Franco DiLiberto Quoted in GOBankingRates

By |February 23rd, 2025|

Wealth accumulation often comes at a cost: higher taxes. However, there are ways investors with over $500k can lower their tax burden while growing their wealth. Manager of Wealth Management Services Franco DiLiberto shared insight into direct indexing and tax-loss harvesting as tax strategies for the wealthy. “Tax-loss [...]

Dina Leader-Powers Quoted in GOBankingRates

By |January 29th, 2025|

Tax season has begun! While the deadline to file isn’t until April 15, take the time now to get prepared so you can avoid any unnecessary stress. Wealth Manager Dina Powers shared with GOBankingRates some of her recommendations for tax season preparation. “Create both electronic and paper folders [...]

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