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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. 


Previous Articles

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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Ensuring America's Automotive History is Preserved

1965 Lotus F2There are many factors that show America's automotive history is at risk:

  • Our education system emphasizes college-prep and focuses less on the applied arts, crafts and trades. Meaning less young adults are entering the workforce in the areas of restoration and preservation of vintage vehicles, including motorcycles, boats and planes.
  • Car services are becoming more popular and are competing with traditional car ownership.
  • Technological advances have made modern cars more reliable and longer lasting – reducing the need for local repair shops. Hyper-sophisticated safety and environmental requirements make it difficult for a local mechanic to maintain or repair vehicles.
  • Government sponsored museums are dedicated to art, technology, history, air and space, but there is no Smithsonian for the automobile. Many traditional car museums have a limited purpose beyond showcasing the collections of its founders. They're often static in nature, have limited cultural reference and unfortunately, often collapse with the death of their founders with collections sold and dispersed.