Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Read this now, not later
By Steven McCartyIf you are like me, you occasionally put off a task you should really do now. That's human nature and it is acceptable once in a while. But when procrastination dominates your work and life, watch out. As Mae West once purred, "He who hesitates is
January 07, 2007
IRS Offers Reminders On Charitable Giving For 2007The IRS has reminded taxpayers making charitable contributions to keep in mind important tax law changes made in 2006 by the Pension Protection Act. The ...
January 01, 2007
Built for the futureGreg Hammond and Scott Iles are in for the long haul. They are relatively young for senior advisors - both are 38 years old - but the age factor has not at all hindered their clients' confidence in their abilities. Rather, it has tended to give
December 31, 2006
Built for the futureGreg Hammond and Scott Iles are in for the long haul. They are relatively young for senior advisors - both are 38 years old - but the age factor has not at all hindered their clients' confidence in their abilities. Rather, it has tended to give
December 20, 2006
How to Make Giving Go FurtherThe overwhelming public support to help victims of Hurricane Katrina and the Asian tsunami demonstrated again that when the need to reduce suffering is great, ...
December 20, 2006
How to Make Giving Go FurtherThe overwhelming public support to help victims of Hurricane Katrina and the Asian tsunami demonstrated again that when the need to reduce suffering is great, ...
December 10, 2006
The Building Blocks Of Charitable GivingDecember, the month of gift-giving and good cheer, has long been the time when clients dispense their largesse to secure a year-end tax-deduction. And a growing number of these charitable contributions are not the one-time variety
December 10, 2006
Planned Giving Solutions For An Exit StrategyUsing your clients' social capital can help solve their conflicting goals. Rather than having their tax dollars go to the government, we make those dollars ...