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Posts Tagged ‘standard deduction’

Does the Marriage Penalty Exist?

By Brian Ellenbecker | July 1, 2023
Taxes and marriage

Does the Marriage Penalty Exist? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Getting married is an exciting new chapter in your life. The excitement may dampen a bit when…

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Donating Appreciated Stock vs. Using a Qualified Charitable Distribution

By Brian Ellenbecker | September 15, 2021

For charitably inclined individuals, there are an abundance of options available to donate money to charity while also maximizing the tax benefit.  Two of the most popular options are donating…

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