It’s that time of year: Three reminders for client’s charitable giving
December 31 is fast approaching, and that means income tax deadlines are beginning to loom large. As you work with your clients this month, try to get ahead of the...
December 31 is fast approaching, and that means income tax deadlines are beginning to loom large. As you work with your clients this month, try to get ahead of the...
Work with the Community Foundation to support your clients’ charitable giving. As an attorney, accountant, or financial advisor, you’re a key part of every client’s multifaceted team that helps with...
While William Shakespeare and the IRS may not appear to have much in common, delayed timing resulted in a lost charitable income tax deduction and a hefty capital gains tax...
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...