Client Tax-Time Charitable Giving Questions
The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax … Read More
The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax … Read More
The new year provides a perfect time to create some goals and build a plan to achieve them. It may be cliche to talk about … Read More
As we near the end of the year, many clients are exploring ways to reduce their tax burden as well as achieve their philanthropic goals. … Read More
On October 24, 2023, the Internal Revenue Service (IRS) issued a warning that donors should be aware of criminals who falsely pose as legitimate charities. … Read More
With a season of giving upon us, we explore five reasons many individuals and families choose to make charitable gifts. It just feels good Did … Read More