News - advisors

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    American Families Plan: A “Called Shot”…or Not

    Unlike Babe Ruth, candidates running for office are typically vague when indicating their future plans. However, during the 2020 election campaign, Joe Biden boldly announced that if he won, he would enact tax policies that resulted in “the rich” paying more. Biden took office in January 2021 and, much like Ruth’s called shot, began to issue executive orders and introduce legislation to further his agenda. In direct opposition to President Trump’s tax cuts in 2017, the Biden Administration released details of the American Families Plan.
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    Distinguishing Nonprofits, Tax-Exempt Organizations, and Qualified Charities

    We all know what a charitable organization is. But in this issue of Charitable Giving, Back to Basics: A Look at Charitable Organizations, we delve deeper into the differences between various types of charities—differences that impact the advisability and deductibility of gifts.
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    Customizing for the Best Fit: Blended Gifts

    Have you ever heard of a barndominium? This custom-home concept uses the space available in a barn framework to provide endless and unique modifications designed to fit very particular needs and wants.
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  • advisors

    Testamentary Charitable Gifts: Bringing Peace to a Stressful World

    We all feel stress—traffic, deadlines, family obligations... Financial and estate planning presents a stressful challenge too, particularly for clients who wish to make a charitable gift, but are reluctant to relinquish control of their assets during life.
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  • advisors

    Uncommon Facts about Charitable Deductions

    Charitable income tax deductions appear straightforward—when you make a gift to a qualified charity, you can take a deduction in the year of the gift if you itemize. However, there are subtleties regarding gift valuation and substantiation.
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