Author Archives: Mike Agresti

If I do tax planning and you have no recommendations, do I still have to pay?

This is a great question that we receive from time to time. The answer is...

How to Gain a Tax Benefit Using a Qualified Charitable Distribution (QCD)

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

When Should I Start Taking My Social Security Benefits?

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