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Active Tax Management by Lincoln Fleming September 28, 2023
Changes in interest rates can have a significant impact on optimal charitable giving structures. Some techniques are most effective in lower interest rate environments, while others are more compelling when rates are elevated...
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Active Tax Management by Lincoln Fleming November 3, 2022
For many people, the end of the year is a season for giving, a time to focus less on ourselves and more on our communities and the causes that are important to us. Many of us also find ourselves looking for ways to save on taxes at year-end...
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Active Tax Management by Lincoln Fleming May 17, 2021
As a recovering tax accountant, I’ve reviewed far more tax returns during my career than I care to remember. In an effort to add value as a tax advisor, I would frequently mine the tax returns of clients and prospects for tax “gold”—overlooked tax-planning nuggets glittering just below the surface...
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