New Year, New Giving: Mapping Out Your Charitable Gifts for the Year Ahead
Charitable giving is a way for you to participate in something meaningful to you and your family, a cause that...
Make the Most of Your Tax Write-Offs for Giving Tuesday
On Giving Tuesday1—the day after Cyber Monday—millions of people across the world focus their attention on giving back. Whether as...
The Power of Purposeful Giving: Tax Planning Insights for Charitable Deductions
Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities. A donation is a gift, such...
Year-End Countdown: Key Deadlines You Cannot Afford to Miss
As the year comes to a close, there are some important deadlines that you shouldn’t ignore. These deadlines affect your...
How Charitable Giving Can Bolster Your Estate Plan Before the Tax Cuts and Jobs Act Sunsets
In 2017, the passing of the Tax Cuts and Jobs Act (TCJA) offered many different taxpayers a variety of benefits...
You’re Invited: Upcoming Economist Call
We invite you to join us for a 20-minute economic strategist call presented by Stephanie Aliaga, Global Market Strategist on...