Ring in the new year with new charitable giving tax laws
If you’ve been tracking federal legislation, you’re likely aware that on December 29, 2022, President Biden signed a $1.65 trillion-dollar
Onsharp.Admin
January 17, 2023
If you’ve been tracking federal legislation, you’re likely aware that on December 29, 2022, President Biden signed a $1.65 trillion-dollar
If you’ve supported a particular charitable organization for many years and perhaps even served on its board of directors, you
Your family may be among those taking their charitable giving budgets more seriously this year, given the stock market’s challenges,
Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs
Now is the time to share important reminders with your clients about year-end gifts. Time is indeed of the essence!
As you prepare to gather with family and friends over the Thanksgiving holiday, we invite you to reach out to
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a
During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired. The
Earlier this year, Bankrate and Psych Central released the
