Minimizing Income Taxes under President Biden’s Proposed Tax Plan
BY Kristin Castner, CFA IN Heritage Media LibraryThere is a great deal of discussion about the likelihood for increased taxes under a Biden administration. View the short video below (less than 2 minutes) to hear Sammy Azzouz, JD, CFP®, President of Heritage Financial, discuss a unique strategy that utilizes your required minimum distribution to make a charitable donation and reduce taxable income. …