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.

Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.

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.

Last December I predicted the new Congress which started on January 3, 2019 would be gridlock plus. Well so far it is gridlock without the plus. The plus is my reference to a few policy areas that may attract bipartisan support despite the bitter budget battles in Washington.

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.