Sarah Sikorski, CPA, CFP®

Sarah Sikorski, CPA, CFP®
DIRECTOR, WEALTH MANAGEMENT

Recent Posts

Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit

High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
November 25, 2025

Retirement Withdrawal Strategies to Lower Taxes

December 27, 2021