2014 Charitable Gifting Deadline Fast Approaching

In Tax Planning

In order to ensure timely processing of your gifting directives, your friends at Coldstream request that you have all charitable gift requests for 2014 submitted to us by

Friday December, 19 2014

We wish you and yours a safe and healthy Holiday Season

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April 1, 2022

3 Simple Ways to Optimize Your 401(k)

Spring is the perfect time to check in on your 401(k) and make sure your plan is optimized for this tax year. Here are three simple things to make sure you are maximizing the tax and investment benefits available to you. 1. Am I on track to maximize my contributions? Most 401(k) plans offer an [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

March 30, 2022

What Issues Should I Consider When Reviewing My Tax Return?

Whether you have a tax refund heading your way or you owe additional taxes with your return, you may be wondering “what can I do next year to reduce my taxes?” While the subject of taxes is fresh on your mind, this is a great time to review your income, deductions, and potential for savings [...]

Contributions from: Vince Lee, CFP®, CPA

March 14, 2022

How Does a Backdoor Roth IRA Contribution Work?

Backdoor Roth IRA contributions are a commonly used planning technique to help high-income earners contribute to a Roth IRA, even when their income is higher than the maximum set by the IRS. While the strategy is commonplace, the logistics are often misunderstood. This can lead to misconceptions and potential errors on tax return filings. In [...]