7 Ways to Make Tax Time Less Taxing

Wilmington Trust |
Wealth Planning

A roundup of advice for taxpayers, investors, and philanthropists during tax season. Enhance portfolio diversification by pooling concentrated holdings and cut capital gains when you sell stocks.Reduce state income taxes, which can be considerable in certain states.Make charitable gifts in the most tax-savvy fashion.Tax time. “It’s the most wonderful time of the year,” said no one ever.


Videos: Tax Considerations for Private Foundations and Charitable Trusts

Brian Oard |
Wealth Planning
Doug M Alvina Brian 2018 Hawaii 2.png

Wilmington Trust’s Brian Oard and Alvina Lo sat down with Doug Mancino, a Partner with Seyfarth Shaw, at the 2018 Hawaii Tax Institute Conference to discuss the factors families should consider when establishing private foundations and preserving their charitable legacy.Issues Facing Private Foundations Charitable Legacy Please see important disclosures at the end of each video.

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