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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.
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Discover ways to reduce your taxes now and in the future. Our tax planning checklist has been revised and updated with the latest strategies needed for your 2021 tax planning. We discuss eleven simple tactics that may help you lower your tax rates. Be sure to review these options with your advisors before the December 31 deadline.
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Those families who look to preserve, protect and pass generational wealth recognize a strategic opportunity as interest rates and asset values continue a downward trend. We review wealth transfer strategies families are deploying to capture the unique benefits of these unprecedented market conditions.
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The American Families Plan proposed by the Biden administration has the potential to make fundamental changes to federal programs supporting lower-income families, the elderly via Medicare and climate change. The tax provisions currently included in the plan may also significantly impact your tax liability. We unpack the most recent provisions and potential outcomes to help you understand how this legislation may impact your financial situation.
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Using debt strategically is an often overlooked part of a tax-efficient wealth plan. Hear our experts Karen Roses and Gerald Baker as they share examples of how they work with our clients to creatively use debt.
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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.
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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
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Recent legislation has stopped the one-year hiatus on required minimum distributions from most 401(k) and IRA plans. Learn how the latest changes may have an impact your timetable for retirement plan withdrawals.
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Whether you delegate tax preparation or do it yourself, you still need all the right documents in time to meet your filing deadline. Learn when to expect the most common forms and how to send them safely.
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With the results from the Georgia runoff in, we outline what to expect from the Biden administration after inauguration day.
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