Mid-Year Tax Planning- Things to Consider

As we cross the mid-point of 2019, take a few moments now to consider your 2019 income tax situation, and what you can do to improve it now. Many of the traditional planning ideas either no longer work, or have changed notably under the Tax Cuts and Jobs Act of 2017...

Donor-Advised Funds

Donor-advised funds, though they may bear the donor’s name, are not separate entities, but are mere bookkeeping entries. They are components of a qualified charitable organization. A contribution to a charity’s donor-advised fund may be deductible in the...