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New Jersey Estate Tax Repeal

New Jersey Estate Tax Repeal

Last fall, the state of New Jersey made a momentous step when it announced the phase-out of its state estate tax. This two-step phase-out started with an increased estate tax exemption to $2,000,000 per person…

The 529 Gifting Extravaganza!

Upromise

The 529 is an account that allows for tax free growth only if the funds are used to pay for college education costs.  But did you know that you can potentially use a 529 account as…

Funding Your Charitable Goals with Your Business

Funding Your Charitable Goals With Your Business

Authors: Matt Masterson and Brent Beene Funding Your Charitable Goals with Your Business - Donor Advised Funds Donor Advised Funds (DAFs) are a simple and flexible way for individuals to donate appreciated securities and direct…

Social Security and Medicare Changes for 2017

Social Security And Medicare Changes For 2017

Social Security and Medicare Changes for 2017 The Social Security Administration (SSA) announced a number of changes for 2017 that will affect high income earners in the workforce as well as those that are retired.…

What the 2016 Social Security Changes Mean for You

On Monday, Nov. 2, 2015, President Barack Obama signed the Bipartisan Budget Act of 2015. This new law contained several provisions, but one specifically impacts Social Security claiming strategies. While the new laws may somewhat…

5 Planned Giving Strategies for Your Donors

Nonprofit

It is my experience in dealing with gifting strategies that about two-thirds of all planned gifts to charities fall into that old standby category: The bequest. It’s an easy planned gift. The donor simply inserts…

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