Author Archives: Mike Agresti

How to Gain a Tax Benefit Using a Qualified Charitable Distribution (QCD)
December 11, 2018

How Tax Cuts and Jobs Act (TCJA) Effects Charitable Donations on Your 2018 Tax Return...

When Should I Start Taking My Social Security Benefits?
November 15, 2018

Deciding when to start taking Social Security benefits is an important decision that everyone needs...