As promised in my previous post, I plan to slowly release different data points from...
To be honest, I get scared when any president announces a new fangled retirement planning...
Answer: basically nothing. Last week, I attended our local planned giving group’s annual 2 hour...
Here is a list of Charitable Provisions on the “Tax Extender-Go-Round“: Tax-Free Distributions From Individual...
This is a bill not only to reinstate the IRA Rollover, which should happen sooner...
As readers of this blog know all too well, I have written many times on...
Thank you to the 30 or so people who took our informal poll on the...
Want to Calculate Your Organization’s Bequest Potential? Click this link. Try it! A cool web...
A few colleagues and clients asked me this week the same questions about counting charitable...
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