For the third consecutive year, D3 Financial Counselors hosted their annual Bring Spring event. All clients were encouraged to bring their friends and family to visit the world class Morton Arboretum as guests of D3 Financial Counselors. D3 provided complementary parking, admission and lunch for all of their guests.
- 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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