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Image for Let’s End 2020! But don’t forget year-end tax planning!

Sep 21, 2020

Let’s End 2020! But don’t forget year-end tax planning!

Spend some time now getting your 2020 tax picture in order. In just a few months, 2021 will arrive. Here are several things to consider before the calendar turns over.

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May 1, 2020

New Tax Incentives for Giving to Your Favorite Charity - Your Questions

Did you know the CARES Act includes favorable tax benefits for cash gifts made to qualifying charitable organizations this year?

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Dec 11, 2019

Year-End Contribution Deadlines

Do you have a Schwab or Fidelity Charitable account? Here are your year-end contribution deadlines.

Image for Want Triple Tax Benefits? Donate to Scholarship-Granting Organizations

Oct 27, 2019

Want Triple Tax Benefits? Donate to Scholarship-Granting Organizations

Looking to provide scholarship funds to your alma mater or favorite school? Gifting to a scholarship-granting organization (SGO) allows you to do just that while also realizing great tax benefits. Read on for all the details to help you put money in your alma mater’s pocket, while keeping a bit more in your own!

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Jul 15, 2019

Guide to Leaving a Legacy

Leaving a legacy through charitable giving is a financial goal for many. Unsure where to start or how to most efficiently donate to the causes closest to your heart? Read on for several options for gifting money to your favorite charities.

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Dec 11, 2017

2018 Tax Changes: How Can You Prepare Now?

Unless you have a crystal ball, it’s hard to predict what tax changes might be coming our way in 2018. But there are several strategies you can implement before December 31st that could better position you to take advantage of the 2018 changes.

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Dec 4, 2017

Charitable Gifting Strategies: Don’t Cheat Yourself or Your Charity

When donating to charity, it’s important to develop a strategy that meshes with your financial goals and tax situation.

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