Category: Tax Planning

Financial Planning Fridays #34: Donor Advised Funds

Today we wanted to discuss something that is very important to us at Presilium Private Wealth: charitable giving. One of the most effective ways to accomplish this is by using a special investment account called at Donor Advised Fund, also commonly called at DAF. Donor Advised Funds are the fastest growing investment vehicle in philanthropy […]

Read More

Financial Planning Fridays #8: Tax Loss Swaps

Today we wanted to discuss something that we regularly complete for clients whenever we have the opportunity – tax loss swaps. A tax loss swap allows us to capture realized losses that can be used to offset future gains without making a large change to your overall investment allocation. This how a tax loss swap […]

Read More