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Daily Archives: November 5, 2021

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In the News: Establishing a legacy of giving through donor-advised funds and family foundations

In The NewsBy Editorial TeamNovember 5, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that both donor-advised funds and family foundations can exist in perpetuity long after the establishing donor dies creating a legacy of charitable giving.

Is Your Business Eligible for the Research and Development Tax Credit?

Blog, Business Owner/Self Employed, TaxBy Editorial TeamNovember 5, 2021

Has your business solved technological challenges, invested in software development, or re-engineered manufacturing processes? Your business may be eligible for the federal research and development tax credit.

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