D3 Financial Counselors hosted their second annual “Bring Spring” event at the Morton Arboretum on Saturday, May 14, 2011. D3 provided free admission, parking, and lunch for all clients in appreciation for their confidence in D3 Financial Counselors.
- The Importance of Tax-Efficient Portfolio Rebalancing
- Tax Strategies for Charitably Inclined Taxpayers
- D3 Nominated for Santa Fe Chamber of Commerce Business Award
- A Solution for Business Owners Seeking Tax-Deferral & Savings Beyond a 401k
- Benefits and Considerations of Donating to Charity Using Qualified Charitable Distributions
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