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Asset Planning Corporation – Knoxville, TN
Financial planning and investment strategy
Asset Planning Corporation - Knoxville, TN
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    • JOE OTTAVIANO, CFP®, CKA®
    • PAUL K. FAIN, III, CFP®
    • SUZANNE HORNICK, CFP®
    • KATHY PATTY, FPQP™
    • STEVE CARLSON
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    • JAMES MORTON
    • RANDEE SCHOENIKE
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Astute Subscriber
  • Home
  • ABOUT
  • SERVICES
  • MEET YOUR TEAM
    • JOE OTTAVIANO, CFP®, CKA®
    • PAUL K. FAIN, III, CFP®
    • SUZANNE HORNICK, CFP®
    • KATHY PATTY, FPQP™
    • STEVE CARLSON
    • KEVIN MILLER
    • JAMES MORTON
    • RANDEE SCHOENIKE
  • FREE RESOURCES
  • CONTACT
  • BLOG
  • CLIENT PORTAL
    • ACCESS MY PORTAL

Daily Archives: August 16, 2018

Steve Carlson and Joe Ottaviano

Doing Good GIVES You a Tax Break! Part 1

Blog, Cash Flow Planning, Retirement Planning, Tax PlanningBy Joe Ottaviano, CFP®August 16, 2018

Learn how being charitable can improve your tax situation in retirement! Doing Good GIVES You a Tax Break is a three-part series. Watch Part 1 on Qualified Charitable Distributions below. You can also check out our recent blog about Required Minimum Distributions (RMDs) for background information. Join us next time to learn about a unique strategy to

Asset Planning Corporation - Knoxville, TN

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