Articles tagged "taxes" - Resource Consulting Group

Three Steps for Optimizing Your Charitable Contributions

December 5, 2017
Mike Davis
Articles

Many successful professionals, business owners and executives often ask for advice about charitable giving. This usually leads to a conversation about how their donations can have the most charitable impact while simultaneously taking advantage of all available tax benefits.

The Donor-Advised Fund Triple Play

October 24, 2017
Mike Davis
Articles

The donor-advised fund (DAF) has been around for a long time but has surged in popularity and use since the mutual fund family Fidelity Investments made them easy to set up and use at a reasonable cost in 1991. As…

4 Tips for Investing After an Election Season

April 11, 2017
Gregg Biro
Articles

Presidential elections bring heated emotions from both sides, especially when it comes to protecting your financial investments. As humans, we’re often driven by these strong feelings, but it may come as a surprise that they usually don’t have a large impact on financial markets.

The Taxman Has Left the Building

June 8, 2016
Amy Davis
Articles

An oft-used catchphrase when a dramatic event comes to an end is, “Elvis has left the building.” It seems timely to also say, “The taxman has left the building.” Unfortunately, he’ll be back next year and Resource Consulting Group is preparing for his imminent return.

What to Do About Tax-Related Identity Theft

Although most of the public is well aware of how prevalent tax-related identity theft is, the statistics are startling. According to the IRS Taxpayer Advocate Service, tax-related identity theft has risen more than 650% between 2008 and 2012...

Roth IRA Conversion: What We're Thinking

January 20, 2010
Articles

Three situations collectively offer a strong chance of a long-term benefit from converting to a Roth IRA.