Should You Have A Strategy Of How You Donate To Charity?

The Tax Cuts and Jobs Act of 2017 has done away with many deductions, changed the standard deduction, and limited other deductions. These changes will likely prompt a change in you charitable giving strategy in order to maximize the tax impact. With the standard deduction for joint filers now at $24,000 compared to $12,700 in
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Can Tax-loss Harvesting Help You Save On Taxes?

As market volatility has picked up this year and you have likely experienced sticker shock when reviewing your recent monthly investment performance, there may be a tax strategy called tax-loss harvesting to help soften the blow. Tax-loss harvesting is a strategy that can help reduce or offset capital gains either this year or in future
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Happy New Year!

We hope your holiday season was an enjoyable one and we wish you the very best for a happy and healthy 2017. As we kick off the New Year we want to introduce you to Tartan Wealth Management and some of the things you can expect from us in the coming year. Quarterly Newsletter –
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