FAQs: A snapshot of clients’ 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
michelle@areafoundation.org
February 7, 2024
The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and
Brian Hayer is a highly accomplished and dedicated individual who brings a wealth of experience to the FM Area Foundation.
A new year is such a great time to plan and reboot. Cliche as it may be to talk about
Retaining your clients or customers is the key to success regardless of your business or industry. As the saying goes,
As 2023 makes way for 2024, you’re no doubt inundated with information about the various IRS thresholds that are subject
The rising popularity of the Qualified Charitable Deduction–”QCD”–appears to be inspiring an increasing number of retirees to re-evaluate their charitable
Whether you’re motivated to respond to needs created by a conflict, accident, or natural disaster, it’s human nature to want
Holidays and tax planning (although very different in the ways they are celebrated!) are both year-end traditions. No doubt (?)
Women’s spending power has been in the news over the last several weeks as Taylor Swift’s and Beyonce’s tours continue to break
Although a donor-advised fund, which is becoming a more and more popular charitable planning tool, can be established through a