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Part 3 of 4 Collections can grow organically or you may have a specific plan for acquisitions. Between seeking out items, researching them, and connecting with others about the objects, you’ve likely spent a great…
Part 2 of 4 Whether you collect first-edition books or sports memorabilia, you’ve likely put significant time, effort, and money into the items you’ve accumulated over time. Regardless of what they’re worth, it’s not unusual…
Part 1 of 4 Every year since his son, Matthew, was born, Pete Robinson would buy a bottle of fine scotch as a little celebration. The New York Post reported that Matthew inherited 18 consecutive…
We wrote a blog last year highlighting a charitable gifting strategy that became more attractive for many families under the new tax law. That strategy, known as Qualified Charitable Distributions (QCDs), allows you to make…
It’s that time of year again when sweatshirts and winter jackets come out of storage. With the chaotic holiday season approaching, it’s easy to push aside any thoughts relating to financial planning, which is why…
Current tax law applies a 0% long-term capital gains rate to the extent long-term capital gains fall within the bottom two tax brackets. This can be a great planning opportunity, but it is important to…
We often advise our clients on the tax-savvy option of donating appreciated stock to their favorite charity instead of writing a check. In 2015, the Federal Government made another tax-advantaged way to donate to charity,…
In an early-2015 blog, we talked about the option of making gifts to charity directly from an Individual Retirement Account (IRA) to satisfy one's Required Minimum Distribution (RMD). This strategy is known as Qualified Charitable…