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Nov 8, 2021

It's Gifting Season!

Whether you gift your time, drop cash in the Salvation Army bucket, or make larger donations to charity via appreciated securities, every ounce of your giving helps fund a greater cause.

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Sep 21, 2021

Wealth Transfer Strategies

Invariably, the end goal is to lower the overall value of your estate to limit your estate tax liability. There are several ways in which to reduce your taxable estate.

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Aug 30, 2021

The FAQs of a Financial Planner

When it comes to your financial future, trial and error can be expensive. Your best bet is to seek out a financial planner who can answer your questions and help you think about the questions you don’t know to ask.

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Jun 24, 2021

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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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.

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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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May 15, 2019

How to Introduce Your Children to Good Financial Principals

Teaching children financial literacy skills early in life can help set them up for future financial success, but where’s a parent to begin? At Bedel, we encourage parents to teach the three S’s – saving, smart spending, and sharing. Read on for the details on each.

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Nov 29, 2018

The New Standard Deduction and Charitable Giving

The standard deduction has nearly doubled under the Tax Cuts and Jobs Act, and as a result, many may no longer itemize their deductions. We’ve outlined three options that will allow you to support the organizations you’re passionate about while also reducing your tax liability at the same time!

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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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Aug 14, 2017

The Unexpected Economic Value of Volunteering

Everyone knows volunteering is a good thing to do. Volunteers touch lives and make a difference. However, volunteering also provides true economic ...

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Nov 17, 2016

Charitable Gift Fund: Questions & Answers

Are you interested in simplifying your charitable giving? Or, perhaps you want to reduce your tax liability in a high income year. Do you have ...

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Nov 15, 2016

Financial Planning For the Generations

There are multiple reasons to do your financial planning with your children and grandchildren in mind. Maximizing the transfer amount by minimizing taxes is the first reason that generally comes to ...

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