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  • THE MAHONEY GROUP OF RAYMOND JAMES
    1 Crosfield Ave Ste 102 West Nyack, NY 10994-2229 T: 845.512.1111 F: 844.882.5053 TF: 844.220.9796
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Year-End Tax Planning - Part 3 [Charitable Giving]

Year-End Tax Planning - Part 3 [Charitable Giving]

12.20.2021 // Tax Planning
Do better by doing good with thoughtful charitable giving. A bit of planning goes a long way when it comes to tax-efficient donations to your favorite cause. In this “Life Well Planned” video, The Mahoney Group’s Jessica Freeman shares ideas to consider well in advance of the typical year-end rush.
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Year-End Tax Planning - Part 2 [Capital Gains Management]

Year-End Tax Planning - Part 2 [Capital Gains Management]

12.06.2021 // Tax Planning
Few people like paying taxes, but owing taxes usually means that your portfolio has grown or income was earned. In this “Life Well Planned” video, The Mahoney Group’s Steven Zacharczyk explains how an effective tax management strategy can minimize taxes without sacrificing other goals, particularly as it relates to capital gains.
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Year-End Tax Planning - Part 1 [Gifting & Estate Planning]

Year-End Tax Planning - Part 1 [Gifting & Estate Planning]

11.15.2021 // Tax Planning
Over 300 years ago, Ben Franklin coined the phrase, “In this world, nothing is certain except death and taxes.” While that might be true, we do have the ability to manage the latter with thoughtful planning. In this “Life Well Planned” video, The Mahoney Group’s Kristen Koluch share how gifting strategies may be able to accomplish both estate planning and tax planning goals.
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The Mahoney Group of Raymond James

The Mahoney Group of Raymond James LogoThe Mahoney Group of Raymond James Logo
  • 1 Crosfield Ave Ste 102 West Nyack, NY 10994-2229
  • T: 845.512.1111
  • F: 844.882.5053
  • TF: 844.220.9796
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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