Contact UsWe are located next to the San Jose Airport, between highway 87 and N 1st Street near the highway 87 exit Skyport exit. |
Helping with financial goals and objectives for you, your family and business.
CA Insurance Lic. #LD0545987
John DiPalermo, CLU®, ChFC®, CLTC
Contact Us
Helping with financial goals and objectives for you, your family and business.
CA Insurance Lic. #LD0545987
John DiPalermo, CLU®, ChFC®, CLTC
Contact Us
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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.