Oct 16, 2018 | Firm Updates, Individual Tax, Retirement Planning
Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable estate, to help out family members, or simply to see their loved ones enjoy the gifts. If you’re considering lifetime gifts, be aware that which assets...
Mar 7, 2018 | Firm Updates, Individual Tax, Tax Tips
Whether you’re claiming charitable deductions on your 2017 return or planning your donations for 2018, be sure you know how much you’re allowed to deduct. Your deduction depends on more than just the actual amount you donate. Type of gift One of the biggest factors...
Dec 12, 2017 | Firm Updates, Tax Tips
Charitable giving can be a powerful tax-saving strategy: Donations to qualified charities are generally fully deductible, and you have complete control over when and how much you give. Here are some important considerations to keep in mind this year to ensure you...
Sep 8, 2017 | Firm Updates, Individual Tax
You’ve seen the pictures of the devastation in Texas and the Gulf Coast, and you want to help. You can give to your local Red Cross agency, or United Way, but now you’re also seeing advertisements that tell you to give online, or even by a text. Before you go that...
Sep 6, 2017 | Firm Updates, Tax Tips
Charitable giving allows you to help an organization you care about and, in most cases, enjoy a valuable income tax deduction. If you are considering a large gift, a non-cash donation such as appreciated real estate can provide additional benefits. For example, if...