Tim Domino, CPA, CFP®
A modern trust can play a pivotal role in your estate planning. However, not all trusts are created equal. Download our complimentary guide to learn about various trust structures and distribution strategies.
An investment vehicle with deferred capital gain recognition – a good opportunity or too good to be true? Tim Domino covers the benefits and risks of QOZs, primarily through private equity investments.
As part of our WealthVantage series, Justin Sanderson and Tim Domino share their thoughts on end-of-life planning. We also invite you to download a complimentary planning guide.
Whether your student is entering kindergarten or starting senior year of college, the rising cost of higher education is always on your mind. Timothy Domino discusses recent changes to 529 Plan qualified withdrawals and how education savings can play a role in estate planning.
Considering a private foundation for your philanthropic endeavours? There may be a more flexible and efficient option – a donor advised fund. Tim Domino, CPA, CFP®, explains how this charitable planning vehicle works and how it compares to private foundations.