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Are you passionate about rescue animals? One of our clients was able to donate a substantial amount to their local animal shelter that would have otherwise gone to the IRS in taxes. Learn how you can make a similar impact at our next Planning to Give workshop this Friday, December 12, at 10am PT, where we’ll show how we’ve helped our clients redirect thousands in tax dollars to charitable contributions or family members, and still retain as much wealth—if not more—in the long run. RSVP for the free online event today, and share with your friends and family—all are welcome: https://lnkd.in/esaiV94H

"But there are other things I’d rather do with my money…" If you’re like many Americans, you may have previously tuned out proactive charitable giving techniques, believing they hadn’t made sense for you. The most common reason we’ve heard clients say these strategies don’t feel relevant is that there are other things (beyond charity) they’d prefer to use the money for—whether it be spending more on travel and entertainment, or giving more to their kids. It's important to point out that making larger charitable donations doesn’t require you to necessarily spend less on yourself or give your kids less. Instead, it can involve reducing a different cost you have—one that you may have less interest in maintaining—taxes. So we make this an area of focus in our Planned Giving work, where we design ways to redirect what you’d otherwise pay in taxes to charity, which can then result in more money going to you and/or your family. Join us virtually this Friday, December 12, at 10am PT to learn actionable strategies to maximize how much of your money goes to heirs and charities, and minimize what will otherwise go to the IRS. https://lnkd.in/eFJfxnF7

Many of our clients feel that a particularly important aspect of the financial planning we do is what we call Planned Giving, which involves creating a strategic plan around gifts they want to make, both to charities and to family members. By getting intentional and proactive, we've found that clients are able not only to fulfill all their personal goals, but at the same time give more money away. We’re able to do this often by way of tax savings, where we can then direct those savings to whatever the client feels is most important—whether that be to their personal goals (e.g. increasing their retirement income), or larger gifts to charities or family. Join us for our free Planning to Give event on Friday, December 12, to learn strategies to redirect your tax dollars to make an even bigger impact on the causes and/or family members you care about. RSVP and share with your friends and family who could benefit—all are welcome: https://lnkd.in/emMsDvpK

Check out this recent article in 425 Business on our historic Ameriprise merger finalized last month! https://lnkd.in/gdA-WV2j

The tax code is 72,000 pages long—making it frustratingly complicated, but at the same time rich with opportunities. This is where a proactive tax planning process can help, in that it can identify ways take advantage of the complexities of the tax code to lower your long-term tax rate. Our team of specialists have scoured the tax landscape for reduction strategies, and we’ve documented 10 of the techniques that have led to the best outcomes for our clients. Click here to view our white paper that covers specific tax reduction strategies you can put in place by the end of the year that will help ensure you’re not leaving any money on the table (or in Uncle Sam’s pocket): https://lnkd.in/g9B8ibwi

Most tax work is done in April for the previous year—after that tax year is over, and after many deadlines have passed. But our team is finding that we can drive taxes lower by using a more proactive approach, when we look ahead to future tax years. Join our upcoming workshop on Friday, November 7, at 10am PT for a discussion around how to get more proactive using strategies to take advantage of before the year is over, including stacking deductions, Roth conversations, Tax Holidays, and more. Don’t just “let taxes happen.” RSVP now to get intentional about taking control of reducing your taxes and keeping more of your hard-earned money in your pocket: https://lnkd.in/emMsDvpK