Author: Alex Clendennen

529 Plans

Financial Planning  |   December 22, 2017  |  
Alex Clendennen

Elementary, my dear college saver: Tax reform expands 529 plans   If you’re saving for your kids’ education, you may already know about 529 plans, a smart tax-deferred way to accumulate assets for college tuition, room & board and other mandatory post-secondary fees. But under the proposed tax reform bill, 529 plans may become even […]

Planning to Maximize Year-End Charitable Gifts

Financial Planning  |   December 14, 2017  |  
Alex Clendennen

  Tax reform, if passed, will provide a limited window in which to take advantage of the old rules and maximize deductions.  In light of the proposed reform, we want to highlight a few key strategies to consider as we approach year-end. However, it is important to note that every client situation is unique, and […]