Posts you may be interested in
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.
Read Post
Ways to assess if your giving is making the impact you'd like.
Read Post
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.
Read Post
- Market Commentary
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
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.
Read Post
The 2017 Tax Cuts and Jobs Act has been finalized and 2018 marks the first filing season that they will be fully applicable. Here’s a quick overview of how the changes impact you as you file your taxes this year.
Read Post
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.
Read Post- Economic Perspectives
- Financial Planning
- Managing Taxes
- Market Commentary
Doug Fisher, Washington Expert, and Shannon Saccocia, Chief Investment Officer, analyze the effects of the midterm election and potential opportunities and risks impacting the economy and investors.
Read Post
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.
Read Post
The Tax Cuts and Jobs Act of 2017 includes a provision encouraging private sector investment in certain lower-income communities designated by the U.S. Treasury Department as “qualified opportunity zones”.
Read PostJoin Washington policy expert Doug Fisher as he moderates a roundtable discussion concerning the latest regulations that have emerged from the Tax Cut and Jobs Act of 2017 and how they impact real estate investors.
Read Post