With the 2022 extended tax filing deadline (October 16, 2023) come and gone, we thought it would be a good time to review a handful of tax tips before 2023
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The tax deadline is April 18, 2023. There are some actions that can be done in the next calendar year, but most actions are to be completed before December 31.
QCD stands for Qualified Charitable Distribution and can be an advantageous way to make a gift to your favorite charity. Kim Scott, CFP®, explains what a Qualified Charitable Distribution is,