10 Tax Planning Tips for 2019

Posted by Lauren Moone on February 15, 2019

Tri-Valley companies are booming.  Both public and private companies headquartered in the Tri-Valley (Pleasanton, Livermore, Dublin, San Ramon and Danville) have experienced tremendous growth in the last decade, and 2018 was no exception.

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Topics: Estate Planning, College Planning, Tax Planning, Personal Finance

Advantages of a DAF (Donor Advised Fund)

Posted by Daniel Potts on June 2, 2017

Looking for a vehicle to offload your appreciated assets without paying capital gains taxes? How about one that satisfies your desire to help those in need? A Donor Advised Fund may be the best option for you.

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Topics: Estate Planning, Charitable Giving, Tax Planning, Personal Finance

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