2020Money MoxieNewsletter A Neglected Tax-Saving Strategy: Qualified Charitable Distributions There are two types of people who complain about paying taxes, men and women. We…SFSFebruary 13, 2020
2019Money MoxieNewsletter Year-End Tax Strategies We are closing in on the holiday season. Before you slip into the holiday mode,…SFSDecember 9, 2019
2019Money MoxieNewsletter Tax Law Changes The first significant tax reform in over three decades was put into action for 2018.…SFSFebruary 14, 2019
2016Newsletter Important Tax Information for 2016 Qualified Charitable Distributions (QCDs): On December 18, 2015, the President signed a law which includes…SFSMarch 24, 2016
2014Money Moxie 9 Ways to Reduce Taxable Income This Year It is hard to believe 2014 is swiftly drawing to a close. At this point,…SFSDecember 16, 2014