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Choosing the Right Retirement Plan: Options for Business Owners and CRE Brokers

Retirement Planning

Choosing the Right Retirement Plan: Options for Business Owners and CRE Brokers

Jun 1, 2026 Paul Williams 0 Comment

SEP IRA, SIMPLE IRA, Solo 401(k), and Cash Balance Plans are key retirement plan options for business owners and CRE brokers.

How a Donor‑Advised Fund Tax Strategy Can Supercharge Your Charitable Giving

May 7, 2026 Paul Williams 0 Comment

A donor‑advised fund tax strategy can help you time deductions, donate appreciated securities, and maximize the impact of your charitable giving.

Charitable Giving Income Taxes

Charitable Contribution Deduction Limits: Help Yourself When You Help Others

Apr 28, 2026 Paul Williams 0 Comment

Learn how charitable contribution deduction limits work in 2026, including AGI rules, public vs. private charities, and new OBBBA changes that help you support causes you care about while reducing your taxes.

Income Taxes

It’s September: Why Should I Think About Taxes Now?

Sep 3, 2025 Paul Williams 0 Comment

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Dominion Financial Advisors, LLC, is a registered investment adviser with the state of Texas and may only transact business with residents of Texas AND residents of other states where we are legally permitted, subject to exemptions or exclusions from registration requirements. (This applies to most states, subject to local requirements.) Registration with the state securities authority does not imply a certain level of skill or training. More...