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Tax preparation vs. Tax planning

While tax preparation deals with the logistics of filing your tax returns, tax planning is helps you optimize your taxes both now and in the future.

Tax planning at Quorum Private Wealth

Good tax planning often takes multiple people. That’s part of what makes our approach to tax planning at Quorum unique. Sue Mazzetti explains.

Make the most out of your charitable contributions

Donating to charity is about helping organizations and causes you care about. But that doesn’t mean you can’t maximize the gift and help your own finances in the process.

What are donor-advised funds?

Donor-advised funds (DAFs) can help you maximize the impact of a charitable gift while also helping you minimize your taxes during a given year.

What are qualified charitable distributions?

you can use your retirement savings to benefit the charities and causes you care about. We explain how qualified charitable contributions (QCDs) work. “

What is tax planning?

Ideally, your financial advisor and accountant are constantly looking for opportunities to lower your tax bill. Sue Mazzetti explains the ins-and-outs of tax planning.