Five steps to more strategic, effective philanthropic giving

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

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IRS Continues to Provide Pro-Taxpayer Regulations on Investing in Opportunity Zones

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.

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Bipartisan and Pro-Taxpayer IRS Reform Legislation Passes the House Ways and Means Committee

Legislation Would Increase Taxpayer Protections, Require IRS Accountability to Congress, and Modernize IRS Systems

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How Successful Women Are Changing the Face of Philanthropy

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.

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Three ways to streamline tax preparation this year

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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New Congress, Same Old Politics

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.

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Donor Advised Funds bring tax efficiency, flexibility to year-end giving

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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2018 Midterm Elections: The Song Remains the Same — as in 2011 that is.

The midterm election results of 2018 look a lot like 2011. With the change in power Doug Fisher, Washington Expert covers what we can expect looking ahead to 2019.

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2018 Year-End Tax Planning Checklist

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.

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Opportunity Zone Funds and Considerations for Your Portfolio

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”.

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