Neil Carbone Discusses Collaborative Financial Planning in The Moneyist on MarketWatch
Partner Neil Carbone was quoted in a recent Kiplinger publication. The article explores how charitable donations can be tax efficient. Carbone weighs in on how you can maximize tax impact by utilizing donor-advised funds.
“You retain control over the funds, choosing how to invest the money in the donor-advised fund, with the gains going to charity. You also determine which charities to support and when to make donations.”
Read more of Neil’s insights here: The Six Best Ways to Give to Charity (And Cut Your Tax Bill)