Tim Domino, CPA, CFP®
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.
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.