To help promote the opening of D3’s new office in the Santa Fe area, Don participated in the Santa Fe Business Expo event on April 5th to build connections and brand recognition with local business owners and individuals in the community.
- 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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