2018 YEAR END TAX PLANNING

Now is the final days to make meaningful changes to your tax situation by donating to charities.

This can be accomplished in a number of ways but some of the often overlooked methods is to give the following:

1) Make a contribution of your Required Minimum Distribution (“RMD”) if you are age 701/2 directly from your retirement account to a favorite charity.

2) Donate a stock that you have a unrealized gain directly to a charity.

For more information call me at 201-290-2365 for a free consultation on how best to be charitable and minimize your taxes!