Investment Insights Blog | Plancorp | High/Ultra High Net Worth (3)

How a Donor-Advised Fund Saved My Parents $15,000 In Taxes

 “It’s the perfect opportunity to save taxes!” This is a statement that is typically only exclaimed by tax accountants, but as a CPA, this opportunity had me excited. I was able to proactively tax plan for two of my favorite people, my parents. After a 30+ year career, my dad was planning to retire Read more…

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