Hayden Adams CPA, CFP®, Director of Tax and Financial Planning, Schwab Center for Financial Research Recent articles Personal Finance & Planning The Estate Tax and Lifetime Gifting If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes. March 14, 2022 Tax Strategies Making Sense of Your Tax Refund Was your tax refund smaller than in previous years? Did you owe more than usual? Here’s why. March 14, 2022 Tax Strategies Year-End Portfolio Checkup: 5 Tax-Smart Tips The end of the year is a great time for a portfolio review—and to evaluate your overall approach to saving and investing. Consider these five tax-smart steps now. December 17, 2021
