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Donor-Advised Funds: Giving with a Tax Advantage

Donor-Advised Funds: Giving with a Tax Advantage

If you donate to charitable organizations, you might want to consider establishing a donor-advised fund. A donor-advised fund is a charitable tax-saving tool that enables you to maintain a certain level of control over how funds are distributed while receiving immediate tax benefits.
2020 Mid-Year Tax Planning Tips

2020 Mid-Year Tax Planning Tips

Although the deadline for filing 2019 taxes may have just passed in July, it's already time to think about your 2020 taxes. By looking at your tax situation now, you’ll be able to better plan and implement strategies to minimize your future tax liabilities.
What the CARES Act means for Individuals

What the CARES Act means for Individuals

On March 27th, 2020 the Coronavirus Aid, Relief and Economic Security Act, also known as the CARES Act, was signed into law to provide much-needed help to both businesses and individuals. Watch this short video to learn more about the Act.
What You Need to Know About the Gift Tax

What You Need to Know About the Gift Tax

Gifting can be an strategic part of your estate plan, but it's important to understand how the Gift Tax works. The Gift Tax is a federal tax on assets transferred to a recipient when full payment is not received in return. In this video you'll learn important tax advantages of gifting.
Nine Year-End Tax Strategies for 2019

Nine Year-End Tax Strategies for 2019

Before the end of the year, you'll want to consider strategies to reduce your tax liabilities for 2019. Here's a great video you don't want to miss.
What is Cryptocurrency?

What is Cryptocurrency?

Video ResourcesWhat is Cryptocurrency?Download our WhitepaperLet's Talk! You can call us at (712) 324-4614 (Sheldon Office) or (605) 610-4611 ...
Do I Need a Will?

Do I Need a Will?

While death is a fact of life, it can be exceptionally hard for those left behind. A Will can help provide direction and ease the burden for your loved ones.
7 Tax Minimization Strategies for Investing

7 Tax Minimization Strategies for Investing

Keep more of your investment dollars in your pocket with the following tax minimization strategies. In this short video, we'll cover seven strategies to help you minimize taxes when investing in stocks, real estate and other types of assets.
Getting the Most From Your Charitable Contributions

Getting the Most From Your Charitable Contributions

Video ResourcesGetting the Most From Your Charitable ContributionsDownload our WhitepaperLet's Talk! You can call us at (712) 324-4614 (Sheldon ...
Benefits of a 529 College Savings Plan

Benefits of a 529 College Savings Plan

Video ResourcesBenefits of a 529 College Savings PlanDownload our WhitepaperLet's Talk! You can call us at (712) 324-4614 (Sheldon Office) or ...
Strategies for Estate Planning

Strategies for Estate Planning

With recent tax changes, it is important to make sure that you are making good choices as it relates to your Estate Plan. The Internal Revenue Service recently increased the estate tax exclusion. While this can be a big benefit, it's important to have strategies in place to ensure you are protecting your assets.
Cash Balance Retirement Plans

Cash Balance Retirement Plans

Cash Balance Retirement Plans are growing in popularity due to their high contribution limits and tax saving benefits. Here's a great 2 minute video to find out more.
Top Cyber Threats and Defense Strategies

Top Cyber Threats and Defense Strategies

Video ResourcesTop Cyber Threats and Defense StrategiesDownload our WhitepaperLet's Talk! You can call us at (712) 324-4614 (Sheldon Office) or ...
The Why and How of Setting Up a Trust

The Why and How of Setting Up a Trust

There are many different options to provide for your loved ones and a trust may be the best option. Watch now to learn about each type of trust and the benefits they offer.
Retirement Savings: 401(k) vs IRA

Retirement Savings: 401(k) vs IRA

There are key financial and tax advantages for both a 401(k) and an IRA, but you may not be maximizing the advantages of both. Watch Now to learn how you can optimize your savings for retirement.