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Tell Your CPA What You Did with Your IRA Because Your 1099R Won't

  In a previous article I mention how you can reduce your taxes by making charitable gifts directly from your IRA. However when your IRA custodian sends you your 1099R at tax time it only shows the gross amount of distributions from your IRA. Unless you tell your CPA/tax preparer that you made a direct charitable gift they will likely includ...
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Reduce Your Taxes

You can't change the new tax law but you can change your behavior and reduce your taxes. Did you know by simply changing the timing of your charitable gifting you can lower your federal and state taxes by thousands of dollars. Assume you give $10,000 to charity per year and your total allowable itemized deductions equals the new standard deduc...
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Is Your Advisor Qualified? Can You Tell the Difference?


I read an interesting article recently discussing a new study which found that in US political elections the candidate who subjects say looks more competent wins the election 70 percent of the time.  The study also found that while Americans choose leaders who look like they'll get things done, Chinese voters want someone who appears good at g...
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Capstone Wealth Advisors
5875 Castle Creek Parkway, Suite 290
Indianapolis, IN 46250

t) 866.794.8066
p) 317.577.8233
f) 317.577.8234

connect@capstonewa.com

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