The Navigoe Blog

Category: Taxes

2020 Year End Charitable Giving

Perhaps more than most years your favorite charity needs your support. While there is a tax reduction potential in charitable donations, it is important that the desire to give is the primary motivating factor. The Coronavirus relief law, known as the CARES Act, was passed earlier this summer and makes some important changes to the…

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Tax Strategies When Stock Prices Crash

Let’s face it, bear markets are no fun. When all is well in the stock market, we often tell clients that we don’t have a crystal ball, but one thing that we can guarantee is that stock markets will crash at some point. In fact, depending on how old you are, or how many years…

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SECURE Act Planning Opportunities

Just before the new year, the SECURE Act, a bill intended to improve the retirement outlook for millions of Americans was signed into law. We highlighted the main provisions of the new law in an earlier blog post. A new law that changes some of the rules governing how you save for retirement is bound…

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SECURE Act and Tax Extenders Summary

As you rang in the new year with a kiss and a glass of champagne, or perhaps (like me) already fast asleep, a new set of laws designed to improve the retirement outlook for millions of Americans took effect. The law entitled, Setting Every Community Up for Retirement Enhancement Act (through a bit of verbal…

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