Financial Planning Tips for December 31, 2019
The end of the year is almost upon us. While the CPAs at Naden/Lean are preparing for tax season, our clients and their families can use this time to wrap … Continued →
End of Summer Tax Planning Tips
The sun is still shining, and kids are just starting back to school. It’s not tax season, so why think about tax planning? Even though it’s still technically summer, there … Continued →
Year-End Tax Planning: Charitable Giving Strategies
When the Tax Cuts and Jobs Act of 2017 doubled the standard deduction and removed or reduced many deductions, the tax appeal of year-end charitable donations came under question. Many people … Continued →