On Dec. 23, Congress passed the Consolidated Appropriations Act of 2023, which includes a package of retirement reform bills including the long-awaited SECURE 2.0 Act. SECURE 2.0 provides something for every...
Talking Charity with your Clients: SECURE Act 2.0 and Historical Context of the Charitable Deduction Tax issues related to the charitable giving are hot topics these days as potential tax...
For those ready to make philanthropy a priority in 2022, proven strategies are the best bet. For Americans across the country, the new year represents two things: a chance to...
As you work with your advisors on year-end planning, consider some of these giving strategies that will allow you to support the Community Foundation and charitable causes important to you...
Interest rates that are used to calculate the gift tax deduction in estate planning strategies are at historically low levels in response to the slowdown of the economy and the...
The following is a summary of certain provisions of the $900 billion relief package known as the Coronavirus Response and Relief Supplemental Appropriations Act of 2021 (the “Act”) signed into...
Consider using your individual retirement account (“IRA”) to achieve your charitable giving goals in 2019. Consider using your individual retirement account (“IRA”) to achieve your charitable giving goals in 2019...