Union Institute & University is celebrating its 50th anniversary this year, the school began in 1964 when ten college presidents met to form a consortium, The Union for Research and Experimentation in Higher Education. The university pioneered many of the concepts now common in higher education, including distance education, individualized self-paced programs, and an abiding commitment to adults seeking transformative education.
As the song says, "It's the most wonderful time of the year," but amid the hustle and bustle of the holidays, it's worthwhile to remember this is also a great time of year to take stock of your investments, and see what options you have before January 1 to reduce the taxes you'll owe come April 15. Here to explore year-end tax strategies that could allow you to keep more of your money are David Foster, senior vice president at Foster and Motley, and local financial advisor Chris DeSimio. If you have questions about what you can do to reduce your taxes, please let us know.