A Giving Heart + Skeptical Mind = I Don’t Give It seems the more we are blessed with in life, the more we want to give back. But we have found that some people just don’t—not because they are “Scrooges” with a cold heart. If fact, some of them have the biggest hearts imaginable. Their…
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Wow! 2021 has been a whirlwind… sometimes literally in paper. It seems we have had a new proposal almost every day from lawmakers. Social Security alone has been addressed in 10 different bills this year. And taxes? Keeping up with introduced or impending changes is a full-time job. The good news is that we are…
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We won’t break out in song, but this is something to celebrate in 2020. Charitable gifting – in many cases – is providing the planning opportunity of a lifetime! Are you aware that you may deduct up to 100% of your Adjusted Gross Income by way of making charitable gifts in cash this year? If…
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For most, the holidays represent a season of giving. Although giving to family and friends occupies most of our attention, charitable giving also plays a significant role at this time of year. From a tax and financial planning perspective, incorporating charitable giving into one’s year end activities can make a lot of fiscal sense. As…
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