The season of giving…stocks?

At year end, individuals tend to look to minimize taxes through tax-loss selling or giving money to charity. However, gifting appreciated stocks to charity is an often-forgotten tactic that can fulfill your charitable inclination and benefit your tax bill. Any gift to a charity, (for most people) allows a tax…

How to maximize a tax refund

  The tax filing deadline is just around the corner, but for Americans who are expecting a return, or who have already received one, they may be wondering what to do with the money. The average refund is estimated to be just over $3,000, so for those who want to…

Mastering limited partnerships

For the last seven years, interest rate suppression by central banks worldwide has forced investors to reach for higher yielding investments. High cash payouts relative to the puny yields available on money funds and certificates of deposit have made Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), High Yield…