Ryan McKeown, CFP®, CPA, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by Financial Planning in “New tax credit adds planning strategy for advisors and charitable clients.”
“You could choose to make a donation to one of these scholarship funds to wipe out the first $1,700 of your tax liability, and at least then you have a choice in where your money’s going.”
Read the full article written by Zoe Sagalow here.
In the news
Media appearances
Newsday: Charlie Massimo Featured in “Medicaid Asset Protection Trusts can Help Long Islanders keep their home and pay for care”
Media appearances
Financial Planning: Ryan McKeown Featured in “New Tax Credit Adds Planning Strategy for Advisors and Charitable Clients”
Office of the Texas Governor