Tax Smart Charitable Giving : A Year End Guide for 2025 Most people think of charitable giving as a simple transaction: you write a check to a cause you care about, and at tax time…
Read More
Tax Smart Charitable Giving : A Year End Guide for 2025
May Market Commentary – The End of a Fed Cycle?
April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that…
Read More
Top Strategies for Tax-Efficient Charitable Giving | Ep 58
The year 2020 has been an extremely challenging year for a lot of people, businesses, and organizations. Therefore, this is also a time when charitable organizations may need help from donors more than ever….
Read More