D3 Financial Counselors is proud to announce that, for the 4th consecutive year, Don attended the Barron’s Winner’s Circle Top Independent Advisors Summit. Don Duncan was chosen from a select group of advisors representing the elite level of performers selected by the major custodial firms to attend this marquee event. This event was designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies.
- 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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