We wish all of you a Merry Christmas and a Happy Holiday season. … [Read more...] about Wishing You a Merry Christmas and Happy Holiday Season
Through another difficult year, we have been blessed by the support of family, friends and clients. We thank you and wish all of you a blessed Thanksgiving. … [Read more...] about Happy Thanksgiving!
As we approach the end of the year, it is time to consider giving a year-end donation to your favorite charities. There are still many tax -favored ways to give. Here are some to consider: Give appreciated stocks or mutual funds. If you have appreciated stocks that you have owned for 1 year … [Read more...] about Year End Gifts You Can Make to Charity
Many people include gifts to charities in their wills and trusts. The most common way of accomplishing this is by naming a specific charity as a beneficiary. A donor advised fund (DAF) has also become a popular way of giving to charity that could be beneficial for your estate plan and your … [Read more...] about Using A Donor Advised Fund to Give To Charity
President Biden's administration has given us the first look at tax proposals for the fiscal year 2022 budget. There are quite a few changes listed and most of them as you might expect are increases targeted to high-income taxpayers. Here is a summary of some provisions that may affect … [Read more...] about The Administration’s Tax Proposals for the Next Fiscal Year