Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

The IRS just extended the 2020 filing and payment deadline for individuals. The 2020 federal income tax filing due date has been automatically extended from April 15 to May 17, 2021 for individual taxpayers.

The CARES Act legislation includes broad changes to tax deductions limits for charitable contributions. Today, we examine how changes to charitable contribution limits are impacting individual, partnership and corporate deductions during 2020 and 2021

New legislation includes direct cash payments, Federal unemployment extension, more PPP loans, and tax deductibility of costs covered by PPP loans.

While the Senate races in Georgia hang in the balance, we review what we can expect from the Biden administration after inauguration day.

The Treasury has outlined expanded deferral opportunities for O Zone funds and laid out penalties for violating those rules. We review these new rules and rewards that come two years after the Trump administration’s 2017 overhaul of our tax system, creating opportunity zones.

Ways to assess if your giving is making the impact you'd like.

Congress has proposed new regulations which would provide generous tax breaks to investors in Qualified Opportunity Funds and investors that directly operate businesses in Qualified Opportunity Zones.

As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.