Don’t Be Scammed by Fake Charities
Fraudsters will tug on your heartstrings, soliciting on behalf of bogus charities. Check before you donate. Read more in this week’s Tax Tip.
Four Ways to Double the Power of Your Tax Refund
If you’re one of the 70% of taxpayers receiving a refund, we have some tips to make your refund twice as valuable. Learn more in this week’s Financial Tip.
Encouraging a Culture of Philanthropy in Your Business
Consider tackling your organization’s philanthropic endeavors in a manner similar to your business plan. Learn more in this week’s Business Tip.
The Giving Season: Six Tips for Making Smart and Effective Charitable Donations this Holiday Season
Tis the season for giving. When giving charitable donations, we have six tips to make your dollars go further in this week’s Financial Tip.
Philanthropy and Available Tax Deductions
Shawna Theriault, CFP®, C.P.A. and Jennifer Thomas, CFP®, discuss the options available for meaningful charitable giving, including establishing charitable trusts, family foundations and donor advised funds.
Avoiding RMDs: Work Forever or Give it All Away
Senior Associate Jarrett McKenzie, CFP®, CWS®, takes a deeper look at an investor’s situation, as he wants to avoid taking his required minimum distributions from his 401(k) once he turns age 70 ½.
Life Insurance and Charitable Giving
When a charity is the beneficiary of your life insurance policy, you’re able to give more than you otherwise could afford. Read how in this week’s Insurance Tip.
Don’t Be Scammed By Fake Charities
It’s that time of year when scammers pretend to be charities. Check the charity at IRS.gov before you donate. Learn more in this week’s Tax Tip.
Planned Charitable Giving
Planned giving can maximize the personal, financial and tax benefits of your gifts. Read all about it in this week’s Financial Tip.
Donor-Advised Funds and Family Foundations for Charitable Giving
Our experts discuss the difference between a donor-advised fund and a family foundation for families who want to establish a legacy of charitable giving.