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 up financial loose ends. Some items on this list are obvious and most taxpayers know to look out for them, like charitable contributions and maxing … 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 are a few things you can do now to improve your tax situation. Contribute to Your Retirement If you requested an extension on filing your … 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 anticipate year-end giving to give something back to the community while reducing their taxable income at the same time. There is certainly no rule against … Continued →