Article Archive
December 2023
Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You
Do you know the benefits of “bunching” your deductible expenses into a single year? Read more to learn about this tax-savvy giving strategy for the charitably minded.
Two Ways to Give from Your IRA—Including a New Opportunity for 2023
Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023
70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving
August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?
Do You Know the 6 Ways Your Assets Could Be Distributed?
A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits
Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock
Three Deduction Opportunities to Consider This Tax Season
Stock Market Bringing You Dow(n)? Turn Losses into Wins
When It’s Gone, It’s Gone—Or Is It?
3 Ways You Can Be a V.I.P.—A Very Influential Philanthropist
Four Ways to Give Yourself a “Holiday Bonus” Through Year-End Charitable Giving
Four Tips to Help Achieve Your Personal and Charitable Goals This Giving Season
Celebrating National Estate Planning Awareness Week: October 17-23, 2022
How Will You Spend Your Retirement Years?
Time to Take Action: August Is Make-A-Will Month
4 Tips to Ensure Your Gifts Successfully Reach Their Intended Recipients
Next Steps
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