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Tax-Smart Giving

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Life Insurance Can Be a Smart Tool for Estate Planning and Charitable Giving

Sep 01, 2021

Life insurance can offer more benefits than you might realize, both for estate planning and charitable giving.

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Simplify Your Year-End Charitable Giving with a Donor Advised Fund

Jun 13, 2021

Have you ever thought that a donor advised fund (DAF) is something that only “other people” can take advantage of? If any of the following statements ring true for you, then it’s time to reconsider.

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Beware of ‘Ghost’ Tax Preparers This Tax Season

Mar 04, 2021

Ghost tax preparers are virtually invisible and untraceable, which could potentially cause serious problems for taxpayers, who are ultimately held responsible.

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Consolidated Appropriations Act 2021 (CAA) and Your Charitable Giving

Feb 03, 2021

The Consolidated Appropriations Act 2021 (CAA) replaces the expired CARES Act, which was passed in March 2020 to address economic hardship during the coronavirus pandemic. Learn how it impacts your charitable giving.

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Boost Your Tax Savings by Bunching Deductions

Nov 30, 2020

Changes to the tax code two years ago sparked a new trend in charitable giving: “bunching” your donations.

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10 Ways That Tax Law Changes Could Affect Your 2020 Tax Return

Nov 30, 2020

Between the far-reaching personal and financial effects of the COVID-19 pandemic (and the economic stimulus packages developed to provide some relief), the sensationalism of election year politics and the significant changes made to tax laws within the past 12 months, 2020 has been a roller coaster of a year, to say the least. And, as we approach the end of this year, American taxpayers could be affected in a number of ways.

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