What’s New in Charitable Giving?
For non-profit organizations and charitable foundations, the beginning of the Fall season is eagerly anticipated each year; and it’s not…
Year-End Tax Review: Your Comprehensive Guide
Presented by Nicolette Davicino, CFP®, EA As an Enrolled Agent who incorporates a tax lens into my work here with…
Preparing Taxes
We have all likely heard Ben Franklin’s quote about there being only two certain things in life: death and taxes.…
How Earlier and Recurring Charitable Gifts Can Really Help!
One of the many great things about this time of year is the increased amount of charitable giving and overall…
Is a Donor-Advised Fund (DAF) Right for You?
A donor-advised fund (DAF) is like a charitable investment account with the sole purpose of supporting organizations you care about.…
Year End Tax Planning: A Few Reminders
As we approach the end of 2020, it’s a good time to take a look at your personal finances. There…
Charitable Giving: 4 Things to Know as 2020 Comes to a Close
This year has been challenging for people, no matter their means or situation. As we approach the holiday season (and…