I Owe How Much?

By Kristan Anderson, CEBS®, CIMA® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
For the past few years, we relied on my husband’s start-up business losses as a “saucepreneur” to offset any tax payment shortages throughout the year. In 2021, that strategy failed, for a number of reasons. It never occurred to me that we would have any issue with underpaying our taxes.
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A Deeper Look into Donor Advised Funds and Private Foundations

Cheryl W. Langston, CFP® | Relationship Manager
In the Northern Virginia area, we come across many successful professionals who have significant philanthropic desires. As financial professionals, it is important that we understand different charitable gifting options to explore with the client as part of their financial or estate plans.
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