D3 Financial Counselors hosted an Open House event at the new Chicago Branch on September 21, 2011 in the Garland Building, 111 N. Wabash Suite 1702. All condo owners in the building and current clients were invited to attend. D3 provided free coffee, bagels, and doughnuts in attempt to meet their new neighbors.
- 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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