Taxes have become the #1 issue clients want managed. One big, missed opportunity I see is not deducting medical expenses when they can. In recent years, fewer Americans have claimed medical deductions compared to mortgage interest and charitable donations. This blog shares some key medical deductions you should consider.

Donor Advised funds are ‘a waiting room’ for charitable donations. The donor gets a current tax deduction, pays fees to a custodian (for instance, .60% for first $500,000 by Schwab), and then later suggests when and to whom the money should go.

Does your nonprofit have foreign workers or US citizens abroad? Have you thought about providing them financial planning support?