Tim Domino, CPA, CFP®

Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks

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.

Video: Starting the Conversation on End-of-Life Planning

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.

Back to School – Understanding the Permissible Uses of Your 529 Plan Funds

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.

The Donor Advised Fund Revolution

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.

What Does the Tax Cuts & Jobs Act Mean to Your Philanthropic Planning?

Recent tax reform has significantly increased the standard deduction for individual tax payers, which can impact the tax benefit of charitable giving for many of our clients. In this article, we examine vehicles and strategies for fulfilling your philanthropic goals in a tax-efficient manner.