Words of Wisdom John Boyer 12/22/25 John Boyer 12/22/25 Year-End Giving With Purpose: How to Be Generous and Tax-Smart Before December 31 Read More John Boyer 12/15/25 John Boyer 12/15/25 7 Smart Charitable Giving Moves for Retirees (Including QCDs) Read More John Boyer 12/8/25 John Boyer 12/8/25 How Qualified Charitable Distributions (QCDs) Can Cut Taxes and Satisfy Your RMD Read More John Boyer 12/1/25 John Boyer 12/1/25 Year-End Charitable Giving: The 6 Smartest Moves for Tampa Bay Retirees Read More John Boyer 11/24/25 John Boyer 11/24/25 Grateful, Prepared, and Tax‑Smart: A Thanksgiving Checklist for Your Heirs Read More John Boyer 11/17/25 John Boyer 11/17/25 Beneficiary Designations That Actually Match Your Intent: Preventing Heir Tax Spikes After the SECURE Act Read More Newer Posts Older Posts
John Boyer 12/22/25 John Boyer 12/22/25 Year-End Giving With Purpose: How to Be Generous and Tax-Smart Before December 31 Read More
John Boyer 12/15/25 John Boyer 12/15/25 7 Smart Charitable Giving Moves for Retirees (Including QCDs) Read More
John Boyer 12/8/25 John Boyer 12/8/25 How Qualified Charitable Distributions (QCDs) Can Cut Taxes and Satisfy Your RMD Read More
John Boyer 12/1/25 John Boyer 12/1/25 Year-End Charitable Giving: The 6 Smartest Moves for Tampa Bay Retirees Read More
John Boyer 11/24/25 John Boyer 11/24/25 Grateful, Prepared, and Tax‑Smart: A Thanksgiving Checklist for Your Heirs Read More
John Boyer 11/17/25 John Boyer 11/17/25 Beneficiary Designations That Actually Match Your Intent: Preventing Heir Tax Spikes After the SECURE Act Read More
