10 Tax-Smart Moves to Make Before 2026, According to Financial Advisors
Advertising Disclosure: When you buy something by clicking links within this article, we may earn a small commission, but it ...
Wednesday, January 21, 2026
Tag: Taxsmart
Book Review: The Tax-Smart Donor: Optimize Your Lifetime Giving Plan
The Tax-Smart Donor: Optimize Your Lifetime Giving Plan. 2025. Phil DeMuth. Alpha Dog Press Charitable giving is a way of ...
Tax-smart portfolio management of concentrated investments
A client walks into an advisor's office with a portfolio assembled over a period of years — say, an inherited ...
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.