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2021 Year-End Financial Checklist

Financial

Temperatures are dropping and honey hams are flying off the shelves while holiday decorations are popping up left and right. The end of the year always seems to come and go and before we know…

Charitable Giving in 2021

Charitable Giving

All too often we leave our charitable giving to the end of the year when the deadline looms for making tax deductible gifts. This may cause us to make hasty decisions about where to give, how…

Donating Your Collection of Tangible Assets

Collection

In a previous blog I wrote about donating your tangible property to charity – which could include artwork, jewelry, cars, or antiques, just to name a few examples. If you are considering this to divest…

A Guide to Charitable Remainder Trusts

A Guide To Charitable Remainder Trusts

Written by: Chad O'Brien and Peter O'Neill There are types of strategies that when executed properly, can financially support charitable organizations you are passionate about and provide you with significant tax benefits.  Most of our…

Understanding the Stimulus Package

The Senate and House of Representatives approved a $2 trillion stimulus package named the Coronavirus Aid, Relief, and Economic Security (CARES) Act in response to the COVID-19 crisis – the largest emergency package of its…

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